Add teammates and give each person the right level of access.
By the end your team can work in the same workspace without stepping on each other.
1. Open Team settings — Go to Settings then the Team tab.
2. Invite by email — Enter your teammate's email and choose a role.
3. Choose a role — Admins manage everything; members work with clients and documents. Pick the least access that still lets them work.
4. Send the invite — They get an email to join. The invite expires if unused; you can resend it.
5. Review access — Change a role or remove someone at any time from the same tab.
The invite email did not arrive — Ask them to check spam, then resend. Confirm the address is typed correctly.
A teammate cannot see a client — They may be in a different workspace, or their role is too limited. Check the role.