Invite teammates and manage invitations

Prepare invitations

Only the workspace Owner can invite managers. Any manager can invite a client while a Pro seat is free: open your organization and choose Invite a client (Owners also see Invite a manager). Confirm your email before sending invitations. Managers join free; a person you support takes a seat while the invitation waits, so check free seats first. When every seat is taken, a manager can ask the Owner for more seats from the Clients page.

1234Use this tab for an individual invitation.

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1. Use this tab for an individual invitation.
2. Use Bulk for a CSV list of invitees.
3. Choose the access role before sending the invitation.
4. Enter the intended teammate email, then review before sending.

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1234Use this tab for an individual invitation.

Prepare individual or bulk invitations and review the role before sending.

1. Use this tab for an individual invitation.
2. Use Bulk for a CSV list of invitees.
3. Choose the access role before sending the invitation.
4. Enter the intended teammate email, then review before sending.

Choose an invitation method

1. Use One at a time for an email address and role.
2. Use Bulk (CSV) to upload or paste addresses; inspect invalid or skipped entries before and after sending.

Manage invitation access

You can resend an expired client invitation you sent, or revoke one no longer needed; the Owner can do this for any invitation. Review the selected role before sending, especially for Owners.