Roles
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Members can create and send documents and use voice and photo drafts
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Viewers can read but not send
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Billing, Stripe and marking invoices paid stay with the account owner
Invite people from Settings, Team. They join from the email link with their own login. Teams are available on paid plans.
How to add someone
1
Open Settings, then Team.
2
Enter their email and choose member or viewer.
3
They open the invite from their email and sign in with their own login.
4
They can then work in your business, within the role you gave them.
Questions and answers
How do team seats work?
Growth includes 3 team seats and Business includes 10. Extra seats cost $8 a month on Growth and $6 on Business.
What happens if I return to Starter?
Team access lapses, because teams are a paid-plan feature.