Teams are on the Agency plan, with up to 5 members.
Invite a member
1
Open Team
In Settings, choose Team.
2
Send the invite
Enter the member’s email in Invite by email, then click Invite. They show as Pending.
3
The member accepts
The member opens the invite link from their email, logs in or creates an account, then clicks Accept invite. They change to Active.
What a member can do
- Work on the team’s documents and clients: create, edit and share.
- See the account settings and brand read-only; only the account owner can change them.
- The team’s subscription and billing stay with the account owner.
Remove a member or leave the team
- Account owner: click Remove next to the member. They lose access right away, and what they created stays with the team.
- Member: in Settings under Team, click Leave. You lose access to the team’s documents and clients right away, and you can be invited back later.