Invite teammates and choose roles
Set up collaboration without sharing a personal login.
Open this guide in the help center →
When to use this. You are bringing colleagues into a shared customer process.
What you’ll need. The account owner or an administrator and the colleagues’ email addresses.
Choose the account
Open the account where the team will work. Invitations attach to that account.
Invite by email
Invite the person with the correct role. Owner, admin, and member roles have different responsibilities; use the role appropriate for the person’s work.
Grant specific access
Share the forms and documents they need. Billing access can be granted separately from ownership where supported.
Review membership
Revisit membership and resource sharing when someone’s responsibilities change. Administrators can also configure email-domain auto-join and permitted sign-in methods.
How to know it worked
Invited colleagues sign in with appropriate roles and resource access.
Features covered
- Invitations
- Roles
- Billing access
- Auto-join
- Sign-in policy