Team roles are available on Pro and above. Pro includes 3 seats, and larger plans include more.
- Open Members under Settings.
- Under Invite a member, enter the person's e-mail address and choose a role.
- Press Send invitation. The screen shows Invitation created with a link.
- Send that link to the person yourself, by e-mail or chat. It works once, only for that e-mail address, for 7 days.
- They open the link, sign in or create an account with that address, and choose Join workspace.
Roles
The roles are Owner, Admin, Editor, Creator, Analyst, Viewer and Billing. The Roles page lists exactly what each one may do. For example, only owners and admins manage domains, and only owners and the Billing role see billing notices.
Agencies
On the Agency plan, the Clients item in the app lists your client workspaces with their codes, scans and domains, and lets you invite a client's people with limited roles.