Who this is for
Owners and admins. Billing and ownership stay with the owner.
Send the invite
- Open Team.
- Click Invite someone.
- Enter their email and pick a role: Admin, Viewer, or Custom. Use Compare all roles if you’re not sure.
- Click Send invite.
If they can’t find the email, use Resend or Copy link on the pending invite.
Change or remove access
Before you do this
Removing someone takes away their access to your business. You’d need to invite them again.
- On Team, find the person.
- Click Change role, pick the new access, and click Save access. Or click Remove.