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Invite a teammate

Send an email invite. It uses one seat on the plan.

Task Open this screen
WhereCompany Dashboard → People
Company Dashboard → People → Invite
Invite dialog with an invitees field, a role dropdown, and an allow personalisation checkbox
Paste a whole list at once. Bulk invites are always sent as Users.

  1. Open Company Dashboard, then People.

  2. Start an invite and enter their email.

  3. Choose a role, and decide whether they may change their own template and colours.

  4. Send. They create an account from the email and get their own card.

Invite more peopleAdd seats if you need them, send invites, and check that each person can open their card.Add seatsBuy more seats before you send more invites.Resend an inviteSend the invite email again if it expired or landed in spam.