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Invite someone to your team

Everyone should have their own login so you can see who did what.

1

Click Settings in the left menu.

Left menu with Settings Click Settings
2

Open Users.

Settings, Users section Users
3

Add the person with their name and email, then send the invite.

Users and roles Invite User
4

Pick what they are allowed to see.

Edit User: role and property access What they can access
That’s it. They get an email with a link to set their password.

Related guides

Change what a team member can see Add your cell number