Guides · Teams and Enterprise
Your team and roles
Invite people, choose what each person can do, and switch between locations.
Everyone signs in with their own email (a one-time link or code; there's no password), so you can see who approved or changed what.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including settings, connections, billing and the team |
| Approver | Approves, edits and skips emails, marks invoices paid; no settings |
| Viewer | Sees everything, changes nothing |
Inviting someone
- Go to Settings → Team → Manage team.
- Enter their email and pick a role, then click Add to team.
- They get an email saying they've been added, with a link to sign in.
Owners can change someone's role or remove them from the same page; removing someone signs them out everywhere. Every account keeps at least one owner, and a location can have up to 50 people.
Who gets the emails
Owners and approvers get the day-to-day emails (replies that need you, calls to return, the Monday results), plus the alert address under Settings. Viewers don't.
More than one location
If your email is on more than one location, a location menu appears at the top of your page. Pick a location to switch to it without signing in again.