Add your team

Invite assistants and other coordinators to work your transactions with you.

Open Settings → Team. Enter their email, pick a role and click Send invite. They get an email with a link to join.

They sign in, or create an account, with the email address you invited, then click Join. From then on they see the same transactions, Inbox, Today and calendar as you, signed in as themselves.

Roles

• Owner: everything, including who's on the team.
• Coordinator: works transactions, email and settings.
• Viewer: can see everything, can't change anything.

Only owners manage the team. Change someone's role from the list, or remove them with the trash icon; they lose access right away. A pending invite can be sent again (the old link stops working) or cancelled. A team always keeps at least one owner.

More than one team

If you belong to more than one business, switch between them from the business name just above Settings in the sidebar.