Team & invitations
Settings → Members lists everyone on the account with avatar, name, email and role.
Owners and members
| Owner | Member | |
|---|---|---|
| Contacts, companies, deals, invoices | Full access | Full access |
| Tasks | All tasks; can assign to anyone | Own tasks only; self-assigned |
| Reorder a project's task list | Yes | No |
| Account, Billing, Tax rates, API tokens, Audit log, Data | Yes | No |
| Invite and remove teammates | Yes | No |
Invitations create members.
Inviting someone
Press Invite a teammate, enter an email address and press Send invitation. The link is valid for 7 days.
- A person without a Work login sets a password and joins.
- A person with an existing login gains access to the account. If they are signed in as that user, they are switched into it.
- The invitation only works for the address it was sent to.
Pending invitations are listed in their own card with Resend and Cancel.
Your email address must be verified to send an invitation, and sending requires an active subscription or trial. Cancelling an invitation is always available.
Invitations are rate-limited to 10 sends and 5 resends per hour.
Removing someone
Remove on a row, with a confirm. You cannot remove yourself.
Removing a teammate keeps their notes, retaining their name and keeps their tasks. Reassign tasks that still need doing.
The seat is dropped from the bill at the next period.
Seats
The footer of the Members screen shows the number of people and the cost per seat. Every person is a billed seat (see Billing & plan).