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How to invite a team member

Give colleagues their own card under your account. Each team member uses one license.

The Team page is available to account owners and admins.

Steps

  1. In the sidebar, click Team.
  2. Click Invite Member.
  3. Enter their Name and Email, and choose a Role (Member, Editor, or Admin).
  4. Click Send Invitation.

Expected result

The new member appears in the table with status Pending, a card is created for them, and they receive an email with a link to join your team. Once they accept, their status becomes Active.

Notes

Inviting requires a free license. The Team page shows X / Y licenses used — if all licenses are in use, the button takes you to Buy More Licenses instead.

If someone didn't get the email, open the ⋯ menu next to their name and click Resend Invitation (available while they're Pending).

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What each team role can do

Roles control what team members can see and change in your account.

How to manage team members' cards

From the Team page you can view, edit, and copy the design of any team member's card.

How to buy or reduce licenses

Licenses determine how many cards your account can have. Buy more to grow your team, or reduce to lower your bill.