Users and invitations
Invite teammates, give each one a role, title, department and manager, and hand over their work when they leave.
On this page
Go to Settings, Users.
1. Invite a teammate
Enter their first name, last name and email, choose a Role, then click Send invite. They get an email to join, and show as INVITED until they sign in. If you would rather share the sign-in details yourself, copy them when they are shown. They are shown once.
2. Fill in their profile
Each user has a Title, Department, Manager and Cost/hr. Departments and managers drive team-scoped permissions and routing. Hourly cost feeds profit in Projects.
3. Set their access
Choose a role, or give one person Custom access without creating a new role. See Roles and permissions.
How do I hand over someone's work?
Choose Hand over work on the user. Their open records move to the teammate you pick, so nothing is left without an owner.
Can an Administrator change another Administrator's profile?
No. Administrators keep their own profile, and only they can change it.
Do new users count as seats?
Yes. Every user in the workspace takes a seat. See Billing, plans and seats.