ADM · Administration & Settings
Inviting and managing team members
Add your team and set their access.
3 min read
Team members are invited by email address from Settings → Members. There's no automatic invite email sent on your behalf — instead, the invite generates a link you send them directly however you prefer. The link expires after 7 days, works only once, and only for the exact email address you entered, so a forwarded or leaked link can't be used by anyone else.
- 01
Open Settings → Members
Shows every current member and their role, with an Invite Member button.
- 02
Enter their email and choose a role
Choose Admin or Member, then Create Invite Link.
- 03
Send them the link
Copy the generated link and send it to them directly — however you'd normally reach them. If it lapses before they use it, just create another. MSP staff inviting people into a client organisation they manage can only invite at Member level; promoting someone to Admin is the client organisation's own call.