Invite your team

Your team is your shared workspace, what other tools call an organisation. Everyone in it works from the same Clients and Projects.

Inviting people

  1. Go to Settings → Team
  2. Click Invite member
  3. Choose their role:
    • Viewers can look
    • Editors can make changes
    • Admins can also manage the team

Team settings

Feature access

You can control which areas each person sees per member (Discover, Proposals, Invoices, Projects, Client Portals, Planner, Time Tracking and Clients). Admins always see everything, and areas that depend on each other stay in sync automatically (Client Portals, Client Updates and Planner all need Projects).

More than one team

Run separate workspaces (say, your studio and a side venture) and switch between them from the same screen; New team creates another.

Last updated September 8, 2026

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