Invite a team member when someone needs to sign in and manage work in your organization. Add a person when someone needs to receive documents. These are separate roles.
Choose a role
Group Managers cannot create or edit people, documents, or groups. They do not have organization-wide dashboard, people, documents, requests, reports, billing, or team-management access.
Only an owner can invite or assign an Administrator. Owners and administrators can invite Group Managers.
Invite a team member
- Open Settings → Team members.
- In Invite by email, enter their sign-in email.
- Choose Administrator or Group Manager.
- For a Group Manager, select the groups they should oversee.
- Click Send invite.
The person receives a team invitation. They must accept using the same email address. Their role and group access apply after acceptance.
Manage pending invitations
Review pending invitations on Settings → Team members. Use the invitation actions to resend it or cancel an invitation that is no longer needed.
Invitations expire after 7 days and cannot be accepted twice. If an invitation cannot be accepted, check its status and the email used to sign in. Do not send another invitation to someone who is already a member.
Update a member’s role or groups
- On Team members, open the member’s actions menu.
- Choose Manage membership.
- Update the role or assigned groups, within your permissions.
- Click Save changes.
You can also assign Group Managers from a group’s Settings. Team members cannot change their own role.
Transfer organization ownership
Only the current owner can transfer ownership to an existing Administrator.
- Invite the person and make them an administrator first, if needed.
- Open their Manage membership dialog.
- Choose Owner.
- Review the confirmation and save.
The selected administrator becomes the owner. The previous owner becomes an administrator. If the current owner cannot sign in, contact support for account-access help.
Remove a team member
Use the member’s removal action on Team members when they no longer need management access. Available actions depend on your role; the last owner cannot be removed or downgraded.
Removing team access is different from archiving a person who receives documents.
Common issues
I added someone on People, but they did not get a login email
Adding a person does not send a team invitation. Invite them from Settings → Team members if they need management access. If they only need to sign, send a document request instead; no team account is needed.
A Group Manager cannot see a group
An owner or administrator needs to assign that group to them. Check Manage membership or the group’s Settings.
I cannot invite an administrator or owner
Only owners can assign administrators. Owner is not an invitation option: invite an administrator, wait for acceptance, then transfer ownership. Last modified on September 26, 2026
