Add team members
Everyone works with an account of their own. That way everyone sees what they may see, and every change carries a name.
On iPhone and iPad
- 01Open Settings and tap Team.
- 02Tap Create user.
- 03Enter first and last name and the email address, choose the Role and the rights, and tap Create.
- 04The person receives an email with a link, sets their password with it and signs in in the app. Until then, their row shows Invitation pending.
On the Mac
- 01Open Settings with ⌘, and choose Team.
- 02Click Create user, enter name and email address, choose role and rights and click Create.
Good to know
- Every active account takes a seat of your plan, including the owner’s and a pending invitation.
- When someone leaves, deactivate them: open the person, Edit account, switch off Active. This frees the seat and can be undone.
- Create departments under Administration > Departments and assign them in the person’s account.
Common problems
- Create user is greyed out.
- Either your own email address is not confirmed yet, or every seat of your plan is taken. The owner adds seats under Administration > Billing with Change plan.
- The email did not arrive.
- Check the spam folder. Otherwise open the person and tap Resend invitation.
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More questions
Write to us by email. Please tell us the name of your company and which device you use.