Getting started

How to invite administrators and team members

Assign access based on your plan limits and each person's responsibilities.

1. Open Team

   The organization owner must open Team in the dashboard.

2. Create the invitation

   Enter the name, email and role of the person who will receive access.

3. Review permissions

   Choose a role compatible with the necessary activities, especially for members and finances.

4. Send and follow up

   Send the invitation and use the resend or revoke options while it is pending.

Updated on July 21, 2026.