Whether you want to invite someone to your team or check your teammates' roles, the Members section enables you to do so. To access this segment, go to Team Settings.
Since we'll mention Roles in this article, we suggest checking out our Roles & rights guide.
Invite New Members
- From the Team Settings page, go to Members.
- Click on the Email bar.
- Type in the Email you'd like to add.
- Assign a Role.
- Viewer - free seat.
- Editor - paid seat.
- Click Send Invite.
Note: If a user is invited by an Editor or Template Designer, the user needs to be approved by the Team Admin or Team Owner. Once one of them approves the request, the new member receives an email invite to either create an account (if they don't already have one) or log in and access the team you added them to.
Important: The charge will be made only when the user accepts the invite, not when the invitation is sent.
The Member's List section allows you to:
- Approve/Resend/Revoke requests for new members.
- Change the Role of your teammates.
- Remove existing teammates.
Note: Once a team member is revoked, a seat will become available in your account, which can be used to invite a new team member.