Invite teammates
Last updated Aug 18, 2026
After a teammate accepts, they see the same profiles, statuses, and notes you do. They do not see the owner’s setup coach.
Before you start
- You are an Owner or Admin
- The workspace is not read-only (invites cannot be sent or accepted while it is)
- You know whether they should join as Member or Admin
Open Settings → Members
Choose Invite people. Enter their work email and a role: Member (day-to-day sourcing) or Admin (people and Config). You cannot invite someone as Owner.
They open the invite link
The link goes to /invite/…. They must sign in with that same email (Google or password). A different Google account will not match.
They accept
After accept they land in the workspace. Pending invites can be Resent or Revoked. Revoking a pending invite does not change seats — they never joined.
What happens next
Each active member is one seat, including the owner. If the workspace is already on a paid plan, an extra person can add a mid-period seat charge. Removing someone does not refund the current period.
If something goes wrong
- “Wrong email” on the invite page — sign out and use the invited address
- Invite expired — Owner/Admin resends it
- Cannot invite — you are a Member, or the workspace is read-only
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