Owners and Admin can invite colleagues and manage the team under Settings, Team and roles in the dashboard.
Invite a colleague
- Enter the colleague's email in the Colleague's email field.
- Choose Invite as "Can reply".
- The colleague gets an email with the invitation and is shown as Invited · awaiting reply until they've accepted.
New colleagues always get the Can reply role first. If the colleague has no account, one is created. The colleague logs in with a code by email, just like everyone else.
Change role
Choose a different role next to the colleague: Admin, Can reply or Read only. The change applies straight away. See Team and roles.
Remove a colleague
- Choose Remove next to the colleague.
- Confirm with Yes, remove.
The colleague loses access to your company straight away. Their account isn't deleted, and the replies they've written stay. An owner can't be removed here.
If it doesn't work
- This person is already on the team: the colleague has already been invited or is a member. Check the list.
- Your role doesn't give access to this: only Owner and Admin can manage the team.
- No email: ask the colleague to check their spam folder.
- If the colleague is still shown as Invited, contact us and we'll help.
Give each person their own access, and never share logins. Then you can always see who has done what, and remove access when someone leaves.
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