Inviting teammates, roles and seats

Admins can invite people from Settings under Team members. Enter a name, work email, an optional job title and the role you want them to have, then send the invite. Role defaults to Member, so you have to choose Admin deliberately. If email delivery is switched on, the person receives an invite link; if it is in preview mode, you will see a link on screen that you can copy and share directly so they can still get in. If the invite email cannot be sent at all, the form tells you so straight away instead of showing the usual confirmation. The member is still added and still counts towards your seats, so adding them a second time will be refused as a duplicate. Their account exists, so the way in once email is working again is Forgot password on the sign-in page, which lets them set their own password.

There are two roles. Admins can invite, edit and remove members, change roles, suspend and reactivate people, edit the company profile and review everyone's suggestions. Members can use the app and see the team list read-only, but cannot manage other people or billing.

A few actions are blocked to keep you safe, and they fall into two groups. The first is anything aimed at yourself: you cannot change your own role, suspend yourself or remove yourself, however many admins the workspace has. Another admin has to do those for you, which is why it is worth having a second one. The second group protects the workspace: nobody can demote, suspend or remove the last remaining active admin, so there is always at least one person who can manage it. If that is what is blocking you, give someone else the admin role first (on the invite if they are new, or from Edit on their row if they are already here) and the action unblocks.

Suspending a member is a reversible way to switch off access without deleting anything. A suspended person keeps their data and their billed seat but cannot sign in, and loses access within about a minute. They also stop receiving renewal reminders and the weekly digest, so revoking access takes them off those lists at the same time. One thing suspension does not touch is the billing email on your company profile: that is a free-text address rather than a member, so if a suspended person is listed there, remove them from it separately. Reactivate them and they are straight back in.

Removing a member deletes their access for good. Like suspension, it takes effect within roughly a minute rather than waiting for their session to expire.

Seats drive billing. Each paid plan includes a number of seats in its base price (3 on Team, 5 on Growth, 10 on Scale), and that included number is also the billing floor. When you invite people beyond the included seats, each extra seat adds the plan's per-extra rate, and if you have a live subscription the seat count on your bill updates automatically. If an invite would exceed your plan's user limit, you will be nudged to upgrade rather than blocked with an error.