Inviting your team

Invite a person by email. They have 7 days to open the link and join with that same address. You cannot invite a second owner.

Owners can do everything, including billing and closing the organisation. Admins can do the day-to-day work but not billing, deletion, or the support-access switch. Managers and staff only see the sites you tick. Advisors can read, comment and generate a pack until the end date you set, and they cannot edit the record. The permissions matrix on the Team page is the full list.