Go to website
Change user role
You can change anyone's role at anytime. | Please note that only the owner of a business can change roles. To change someone's role: Go to your People dashboard. Click through the user's profile. Click on Edit Under their profile picture there would be a dropdown to change the role. The changes are instantly applied.
Add teammates and people
This video should help show you how: https://www.useloom.com/share/0c2acfd66a504e14ba06bbeab96563f6
Do I need to invite my clients to collaborate with them?
At the moment you would have to invite the client to Plutio to collaborate with them. But we are working on a way to allow you to collaborate with anyone without the need to invite them!