Invite teammates and manage permissions

Prerequisites

You need team-management permission. Owner actions and restrictions differ from ordinary member actions. Use the roles and permissions actually offered by your business.

Invite and verify

1. Open Business → Team Management.
2. Choose Invite Member, enter the requested information, and select an appropriate role.
3. Ask the teammate to accept the invitation and sign in. Check invitation/member state rather than assuming email delivery proves access.
4. Review the Permissions tab and confirm the teammate can access the intended inboxes and features.
5. Test a read-only and write action appropriate to the role. Missing menus and forbidden actions may reflect permission rather than a broken feature.

Maintain access

Use the member actions to edit supported role/details or activate/deactivate access where offered. Review owner restrictions before changes. Removing a member revokes access to business resources; read the confirmation and ensure operational work has a responsible teammate.

Expected result and recovery

Each teammate has the minimum access required. If an invitation cannot be used, check the email, invitation state, account, and displayed error. Never share the owner's credentials as a workaround.