Team

Invite the team

Staff are members of the workspace. Customers are portal users on a company, not staff.

1. Open Team. Invite with email, role (Owner, Admin, or Staff), optional extra function, position, and reports-to.
2. They set a password from the email (or Forgot password). You can send a password request from their profile.
3. Edit a person for name, photo, office, and whether they show on the public About page.
4. Support extra role is exclusive: Team + Audit and password help. It cannot be mixed with Sales, Finance, and so on.

Related: Roles and who can open what · Your profile

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