Add your team so your colleagues can access projects, see progress, and jump into work when needed.

This walkthrough shows where to go, what each role means, and how to send the invite.

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Step-by-step Guide

Step 1: From your dashboard click the left-hand Team.

Step 2: Check the top section for your account. Look below for any existing members.

Step 3: Click Add member in the top-right.

Step 4: Enter the team member’s email address in the email field.

Step 5: Choose their role: Staff or Manager.

Step 6: Select Staff to let them only see items they’re tagged in or select Manager to let them view all projects and see what’s outstanding or done. They still only receive notifications for items they’re tagged in.

Step 8: Click Send invitation.

Conclusion:

Inviting teammates keeps work transparent and makes collaboration easier.

Note: Pick Staff for restricted access and Manager when someone needs a broader view without extra notifications.