Team and organization settings

How to add a colleague to the organization

Open Dashboard → Settings and choose Invite member. Enter the email, first name and last name, select Admin, Staff or Coach, then send the invitation and confirm the member appears in the list.

01

Open Dashboard → Settings

Use the dashboard navigation to open Settings. The Team members card lists current names, emails, dates and roles.

Organization Settings screen for inviting and managing team members — Owners can invite staff and set the access role that fits each person’s responsibilities.

02

Choose Invite member

The button appears only when your account can manage members. Open the inline invitation form.

03

Enter the colleague’s identity

Add the email, first name and last name that should appear in the organization member list.

04

Choose Admin, Staff or Coach

Select the role that matches the colleague’s work. Admin has organization-level management responsibilities; Staff and Coach cover day-to-day access patterns.

05

Send and verify the invitation

Submit the form and wait for the success message. Confirm the new or existing account appears in the Team members list with the expected role.

06

Have the invitee set a password

The invited person opens the email link, sets a password on the localized password-reset page, and signs in to the organization.

Choose access from real responsibility

Use Admin for colleagues who manage organization-level controls such as procedures and team membership, Coach for linked coach users, and Staff for day-to-day operations. Review the role shown in the member list after the invite is accepted.

Frequently asked questions