Invite your colleagues

Open your team settings

Go to Settings → Team to see your firm’s members and pending invitations.

Only an administrator can create an invitation. If you cannot see that option, ask an administrator at your firm to invite your colleague.

Create and share an invitation

1. Choose your colleague’s role under Invite as: member or admin. Give administrator access only if they also need to manage the team.
2. Choose Create invite link.
3. Copy the generated link.
4. Share the link with the intended colleague.

Your colleague opens the link and follows the account steps. They also need to set up two-factor authentication.

Check their access

Check Team to see whether your colleague appears as a member. An administrator can also revoke pending invitations and change other team members’ roles there.

A colleague’s invitation is different from a client invitation. Use team settings for your firm’s employees.