Invite colleagues and manage team access

Open Company Settings: Team with an account allowed to manage the team.

Manage roles, invitations and membership

1. Open Company Settings: Team and verify the person’s email, role and joined or invited status.
2. Open their row’s options menu. For an eligible joined member, choose Make Admin, or Standard Member to remove administrator status.
3. For an invited person, use Cancel Invitation when that invitation should not be used. For a joined person, use Delete Member? when removing their access.
4. In the removal dialog, read the permanent-removal acknowledgement and select its checkbox before Delete. Select Cancel to keep the member.
5. For ownership transfer, the current owner chooses Transfer Ownership on an eligible joined colleague. Verify the target before selecting: this submits immediately.
6. Check the team list and resulting roles after the action succeeds.

Available actions depend on your role and the target’s status. Company membership is separate from a scheduler labour resource.

For example, invite alex@example.com when that is Alex's account address. The recipient must authenticate with that email and explicitly accept. Invited or awaiting response is not joined membership or proof of inbox receipt.

Send a team invitation

1. Open Company Settings: Team and select Invite.
2. In Invite To Team, enter the colleague’s Email Address.
3. Check the address is the account they will use, then select Send Invite.
4. Check the team list for the invited status. The recipient must use the link and explicitly accept to join.

Invited is not joined membership or proof that the email was received.

See accepting invitations and company settings.

FAQ