Company Account Invites

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 Company Account, while an Admin has additional larger visibility into all projects and financial details on the Company Account.

Project Invites

Building out your Project Team to keep stakeholders in the loop is simple.

  1. First, head to the Project Team tab. You can find this tab in all of your active projects.

  2. To add someone to your Project Team, click “Invite” in the top-right corner of the tab. You can either send a direct invite via email, or you can copy the unique invite link and share it with your project stakeholders or anyone else who may need access.

  3. A Co-Owner can leave feedback, download drafts, and accept drafts as final while a Collaborator can only leave feedback.

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.

Did this answer your question?