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Getting started

Invite your team and set roles

Send an email invitation to each person in the shop and give them the Admin or Member role.

Owners and admins Updated
On this page 4 sections

Before you start

Owners and admins can invite people. How many people a team can have depends on the plan: 1 on Free, 3 on Basic, 10 on Pro and no limit on Business. Pending invitations count towards that number.

Steps

  1. Open your team settings

    Go to Settings, then Team & members.

  2. Start an invitation

    Select Invite member. Type their Email address.

  3. Choose a role

    Pick Admin or Member under Role. Admins can change team settings and invite people. Members can design, quote and move boards through production.

  4. Send it

    Select Send invitation. They get a link by email, valid for 3 days. Once they select Accept invitation, they appear under Members.

Roles at a glance

  • Owner: everything, including billing, removing members and deleting the team. The person who creates a team is its owner.
  • Admin: team settings, invitations, Stripe refunds and a read-only view of billing.
  • Member: designs, orders, customers and the production floor.

Owners can change a member's role from the Role column. A team must always have an owner, and the Owner role can't be given by invitation.

If something goes wrong

If an invitation shows Expired, select Resend. To withdraw one, open the menu next to it and select Cancel invitation.

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