Building out your Company team to keep stakeholders in the loop is simple. First, head to Company, located in the main navigation.

To add a new team member, click “Invite” at the top.

Add in email addresses for those you’d like to invite and select their role in the company. If you have a project in the works you can select to add new team members to that as well. Click “Invite” and your new team members will receive emails to join!

Standard users can invite other stakeholders to the Partner Account while an Admin has additional larger visibility into all projects and financial details on the Partner Account.

Need to remove a team member? Click on the three dots above their name and select “Remove.” Once confirmed, this person will no longer have access to your company.

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