Invite your team

Before you invite

• Your plan sets the number of seats. Free has 1, Starter 3, Growth 10 and Scale 25. Team & roles shows how many you’ve used — for example, “3 of 10 seats used on your plan.” When every seat is taken, Invite teammate is greyed out and a link takes you to Billing & usage to move to a bigger plan.
• You need to be allowed to invite. If you don’t see Invite teammate, ask the person who set up the workspace.

Send an invitation

1. Go to Set up › Settings & team and open Team & roles.
2. Press Invite teammate.
3. Type their Email address.
4. Under Role, pick what they can do (see below).
5. Add a Note (optional) if there’s something they should know.
6. Press Send invitation.

You’ll see Invitation sent. The invitation expires in 14 days.

Pick the right role

Every workspace comes with three roles:

• Admin — can do everything, including inviting people, changing the plan and making refunds.
• Manager — runs the day: chats, orders, catalog, campaigns and settings. A Manager can’t invite people or change roles, change the plan or billing, make refunds, change a customer’s rewards balance, erase a contact, manage developer keys, change the workspace’s sign-in rules or read its security activity.
• Viewer — can see the workspace but can’t change anything.

Need a different mix? Under Roles, press New role, name it and choose what it may do. You can only give a role what your own role is allowed.

How your teammate joins

1. They open the invitation email.
2. They sign in — or create an account — with the email address you invited. Email and password, or Continue with Google with that same address, both work.
3. They see Join this workspace and press Accept invitation.

They go straight into your workspace — no setup to do. If they sign in without opening the email, the invitation is waiting for them: they see You’ve been invited and press Accept & open workspace.

Manage invitations and requests

Open Set up › Settings & team › Requests.

• Invitations you’ve sent — press Resend to email a fresh link (the old one stops working), or Withdraw to cancel it.
• People asking to join — if you turn on the Shareable request link, anyone with it can ask to join. They get nothing until you press Approve as Viewer, or Decline.

Change a role, suspend or remove someone

In Team & roles, press the ⋯ button beside a person:

• Change role — pick the new role and press Save role.
• Suspend access — they keep their place but can’t sign in to this workspace until you press Reinstate.
• Remove from workspace — they lose access at once. Their conversations and history stay.

A workspace always keeps at least one person who can manage the team.

If something’s not right

• “We couldn’t send that invitation” — the invitation was made, but the email didn’t go out. Check the address and press Try again.
• Your teammate sees “That invitation is not open, or it was sent to a different address.” — they’re signed in with a different email, or the invitation was withdrawn or has expired. Ask them to use Use a different account, or resend it from Requests.
• Your teammate sees “Verify your email address before accepting an invitation.” — they signed up with email but haven’t confirmed it. Ask them to open our confirmation email first.
• No email arrived — ask them to check spam, then press Resend in Requests.