How to Invite Your Team

To invite a team member, go to the Settings page and click Team. You'll see the Invite Users button at the top right.

Sending the invite

Click Invite User, enter their first name, email, and select a role, then send the invite.

Your team member will receive an email with an invitation link. They click the button in the email, create a password, and they're in.

Controlling what your team sees

You have full control over what each team member can access. A few things you can do:

Turn off cost visibility so a team member only sees orders without any pricing, invoices, or financial details. They focus on production, not numbers.

Lock stage changes so certain team members cannot move orders between stages on the board.

These are all managed through Roles and Permissions in Settings.

Learn more: How Roles and Permissions Work

Related articles:

• How Roles and Permissions Work

• How to Manage Team Members

• Understanding the Order Board