Adding a team member

If you're an admin or a custom user with team management permissions, you can send and manage invites from your Team page. There are no limits on the number of team members you can add.

Inviting a team member

1. Navigate to your profile menu in the top left corner of your dashboard and click Settings and then Team.
2. Near the top of the Team page, click Invite.
   
   If you need to add more than one person, instead of clicking Invite, use the drop down to select Bulk Invite Team Members. From there you can send multiple invites at once by connecting to your Google Workspace OR by bulk email invite.
3. You’ll be asked to provide their name, email address, and assign them a role.
   
   If you are inviting users in bulk via email, they will automatically be assigned the Employee role. You can change their role once they have accepted their invite.
4. If you’ve enabled a control requiring admin approval for certain actions, the invite request will be sent to your other admins. Once 2 admins approve, the invite will be sent. If you don’t have this control enabled, the invite will be sent immediately.
5. Your invited team member will get an email with a link to create their account.

Resending an invite

If an invited team member can’t find the email to create their account, you can resend the invite from your Team page.

Here’s how:

1. Click your company’s name in the bottom left corner of your dashboard and select Team.
2. Find the team member’s name and click on it to open up their details.
3. To the right of their name, click the triple dot icon and select Resend Invite. If you don’t see that option in the menu, it means they already clicked the invite. If they don’t remember their login details, you can have them reset their password instead.

Why can't I invite a team member?

There are a few reasons you might be running into issues inviting a team member, especially if you're receiving an "That email is already taken" error. We don't allow you to reuse an email that is already part of your team.

1. If you're adding a previously removed team member, you'll want to head to your Team page to locate the removed email and "Restore" them instead.
   
   If you have dual admin approvals enabled, another admin may need to approve this action if you are attempting to restore a user that would typically trigger the approval, such as another admin or a user with send money permissions.
2. If you're editing an email that's already in use, you'll want to invite that email as opposed to editing it. Here are detailed instructions.