Invite and activate a team member

Accepting an invitation creates team membership and grants the role chosen when inviting, if you chose one. Onboarding is not complete until you review the required access and verify a first task with that person's account.

Before inviting#

1. Decide the real job, required properties, and who will approve access.
2. Agree the email address with the person. They do not need an account: if they have none, they will create it from the link.
3. Choose the least-privileged role that allows the person to do their work.
4. Prepare any employee, owner, or provider profile that must be linked afterward.

Send the invitation#

1. Check the active team at the top of Settings.
2. Open Settings > Team.
3. Under Team Members, select Send Invitation.
4. Enter the email and, when it applies, the Role on joining.
5. Send it and wait for the confirmation message. It is the same whether or not the address has an account.
6. Ask the person to follow Register and accept an agency invitation.

The link works for 7 days. Each pending invitation holds a seat of the plan until it is accepted, withdrawn or expires. Under Pending invitations you can Resend (a new link; the previous one stops working) or Withdraw.

Finish activation#

1. Confirm that the person appears as an active member.
2. If you chose no role or they appear under Assign missing roles, choose the correct role. Use the full matrix for combinations or reviews.
3. Grant property or resource authorization when the role is not broad by default.
4. Create or link the required operational profile.
5. Ask the person to sign in again if the menu does not update.
6. Test one first task with their own account and also test an action that should remain denied.

Errors and recovery#

• Already on this team: do not send another invitation; check whether the member is disabled, has no role, or lacks resources.
• Plan limit or no active subscription: the invitation is not sent; review Billing and Subscription or withdraw pending invitations you no longer need.
• Too many invitations in a row: wait the minutes shown. One address can be resent at most three times a day.
• Invitation opened with another account: sign out and open the link again with the invited address's account.
• Link expired or withdrawn: resend it from Pending invitations or send a new one.
• Email did not arrive: check spam, confirm the address and use Resend.

Completion criterion#

Record who approved access and what was tested. Activation is complete when the person finishes their first task, sees only the expected resources, and knows how to ask for help without using an administrator's account.