Guide · Account and team
Invite your team
Create an invitation link for each teammate, pick their role, and decide whether members see every case or only the ones assigned to them.
1. Open your team
Go to “Settings” › “Team”. You see everyone in the workspace with their email and role.
2. Create the invitation
Tap “Invite Member”. Type their email in “Email Address” and pick their “Role”: “Member” or “Admin”.
Leave the email box checked and we send them the invitation. Uncheck it and we send nothing: you share the link however you like, over WhatsApp for example.
Tap “Create Invitation Link”.
3. Share the link
The “Invitation Link” shows up with a button to copy it. It “Expires in 7 days”.
The person opens the link and signs in or creates their account with the email you invited. Until they do, you see them under “Pending Invitations”.
What each role can do
| Role | What they can do |
|---|---|
| “Owner” | Everything an admin can. On top of that, only an owner can archive or delete the workspace, or change or remove another owner. Whoever creates the workspace is its owner. |
| “Admin” | Invites and removes people, changes roles (except an owner's) and opens every “Settings” page, like “Billing” and “Case distribution”. Sees every case. |
| “Member” | Sees and uses the workspace's resources. In “Settings” they can see the team and adjust their own “Notifications”. |
Let each member see only their cases
On “Team”, turn on “Members only see their cases”. From then on, anyone with the “Member” role sees only the cases assigned to them. Owners and admins still see everything.
This fits, say, a clinic where each receptionist looks after their own patients. Only owners and admins see an unassigned case, so hand cases out yourself or with rules: see Assign cases to your team.
Change a role or remove someone
Next to each person there's a list with their role. Pick the new one and it saves right away.
To remove someone, tap the trash icon next to their role and confirm in “Remove member”. You can't change your own role or remove yourself, and an admin can't touch an owner.
To cancel an invitation nobody used, tap the X next to it under “Pending Invitations” and confirm in “Revoke invitation”. The link stops working.
Frequently asked questions
- How many people can I invite?
- It depends on your plan. Pending invitations count too, so revoke the ones nobody is going to use.
- Can the person join with a different email?
- No. The invitation is for the email you typed. They have to sign in or create their account with that same email.
- What if the invitation expired?
- Under “Pending Invitations” it shows as “Expired”. Tap the circular arrow button next to it. We send a new email, copy the new link for you, and it lasts 7 more days.
- Can I make someone an owner?
- Not from the team list. Whoever creates the workspace is its owner.