How to Invite Your Team
Add your team members so they can start using MonuDesk.
Written By Dennis Rodin
Last updated 26 days ago
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.
Note: You can change a team member's role at any time in Settings → Team Members.
Learn more: How Roles and Permissions Work
Removing a team member
Go to Settings → Team Members. Find the person you want to remove and click the three-dot menu on their row, then click Remove. Confirm the removal.
Once removed, the team member loses access immediately. Any orders, notes, or comments they created stay on your account intact. The history of who did what is preserved.
How seats and billing work together
Your subscription is billed per seat. The seat count is tied to the number of active team members on your account. Adding a team member adds a seat. Removing a team member frees up a seat on your next billing cycle.
If you want to reduce your seat count (for example, from 4 seats to 2), the order of operations matters:
Go to Settings → Team Members and remove the people you no longer need.
Then go to Settings → Billing. Your seat count will reflect the smaller team and your next charge will adjust accordingly.
If you're stuck on the payment screen with too many seats: the seat count on the payment screen is locked to the current team count, including any pending invites. Cancel any unaccepted invites and remove inactive members from Settings → Team Members first, then return to billing. If you can't navigate away from the billing screen, contact support and we can manually adjust your seat count and refund any extra charge.
Why Dennis (MonuDesk founder) appears in your team list
By default, the MonuDesk founder is added as a team member on every account. This lets us log in and help you directly when you reach out for 1-on-1 support. We never bill you for this seat.
If you'd prefer we not have access, you can remove this team member at any time from Settings → Team Members. We'll lose login access immediately. You can re-invite us anytime if you want help on something specific.
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