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Team members: How to invite people and manage roles

Add co-founders, advisers, accountants, lawyers, investors, or team members with the right level of access.

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Written by Undo Capital

Team members are managed from Settings → Team members.

To invite someone:

  1. Open Settings.

  2. Go to Team members.

  3. Choose Invite team member.

  4. Enter their email address.

  5. Select the correct role.

  6. Send the invite.

The person will usually appear as Pending acceptance until they accept the invite.

Roles control what someone can access. Keep roles narrow. Do not give admin access unless the person needs to manage company settings, team access, or sensitive information.

If someone cannot access the right area, check:

  • they accepted the invite

  • they are using the invited email address

  • their role allows access

  • they are in the correct company workspace

If someone should no longer have access, remove them from the company workspace.

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