Inviting Team Members
Collaborate with your team on document management
How to Invite Team Members
- Go to Team Settings — Click on your organization name or find "Team" in the settings menu
- Click "Invite Member" — Find the invite button in the team members section
- Enter their email — Type the email address of the person you want to invite
- Choose a role — Select the appropriate permission level for the new member
- Send the invitation — They'll receive an email with a link to join your team
Team Member Roles
Owner
Full access to everything. Can manage billing, delete the organization, and change other members' roles. There can only be one owner.
Admin
Can manage team members, upload documents, and access all documents. Cannot manage billing or delete the organization.
Member
Can upload documents, view and edit documents they have access to. Cannot manage team settings.
Viewer
Read-only access. Can view documents shared with them but cannot upload or edit.
Pending Invitations
You can see all pending invitations in your Team Settings. From there you can:
- Resend the invitation email
- Cancel the invitation if needed
- See when the invitation was sent
Invitations expire after 7 days. If an invitation expires, you'll need to send a new one.
Team Size Limits
The number of team members you can invite depends on your subscription plan. Check your current plan limits in Settings → Billing. Upgrade if you need to add more team members.