Invite a team member

Invite a new teammate and assign access that matches what they actually need to do.

Team

Invite a team member

Invite a new teammate and assign access that matches what they actually need to do.

Where this lives

Invite from Team settings when a new staff member needs their own access, role, and audit trail.

Know what the person actually needs to do so you can assign the right role.
Use their real work email instead of a shared inbox whenever possible.
Plan whether they need immediate access to bookings, website editing, payments, or only a narrow area.

Confirm the invitation was accepted and the role matches expectations.
Walk the new user through the few screens they need first instead of overwhelming them.
Review access again after onboarding week once actual usage is clear.

Invite a new teammate and assign access that matches what they actually need to do.

Invite from Team settings when a new staff member needs their own access, role, and audit trail.

Know what the person actually needs to do so you can assign the right role.
Use their real work email instead of a shared inbox whenever possible.
Plan whether they need immediate access to bookings, website editing, payments, or only a narrow area.

Confirm the invitation was accepted and the role matches expectations.
Walk the new user through the few screens they need first instead of overwhelming them.
Review access again after onboarding week once actual usage is clear.