Invite Your Clients and Team Members

Before we proceed, please understand the user roles and permission by reading this article:

You can invite clients, team members, contractors, accountants, and more as long as you assign them the right user role. Here’s a short guide on how to create and invite a person:

Create a user profile

1. Navigate to Contacts

2. Click the + button

3. Assign a user role

4. Fill up the details

5. Create a company if it does not exist

To invite a user to your workspace, you can either:

1. Toggle the “Invite” switch when creating the profile

2. Send an invite from the Actions menu

After one of those actions have been performed, you can also share the invite link with them for instant access.