PRFKT ADS / Learn / Invite a team member with a role
Invite a team member with a role
As the owner, open Settings, then Team. A seat is a person who can sign in.
In this lesson
- 0:02 As the owner, open Settings, then Team
- 0:13 Choose the role before inviting someone
- 0:22 Use the role descriptions on this screen
- 0:32 An unused invitation can expire
- 0:42 Remove access when it is no longer needed
- 0:52 For practice, read the role descriptions in this sample account
Transcript
As the owner, open Settings, then Team. A seat is a person who can sign in. Your plan controls how many seats you have.
Choose the role before inviting someone. The owner keeps full control. Other roles limit the work a colleague can see and do.
Use the role descriptions on this screen. Give someone the access they need for their job, and check the email address before sending an invitation.
An unused invitation can expire. Review the team list when someone joins, changes duties or leaves your business.
Remove access when it is no longer needed. Team invitations are different from sharing a client dashboard; clients use their own portal access.
For practice, read the role descriptions in this sample account. Decide which fits a reviewer and which fits somebody who only needs to look.
Every example in the lessons uses sample data. They show how the app works, not what you will earn.
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