Back to Help CenterFor Company Admins

Adding Team Members

Invite employees and assign roles in your company admin dashboard.

Quick Steps

  1. 1
    Open Team tab -- Navigate to Team in your admin dashboard.
  2. 2
    Invite members -- Enter email addresses individually or upload a CSV file.
  3. 3
    Assign roles -- Set each member as Admin, Manager, or Member.

Inviting Team Members

Individual Invites

  • Go to Team > Invite
  • Enter the email address
  • Select a role (Admin, Manager, or Member)
  • Click Send Invite

    • Bulk Invites

  • Prepare a CSV file with columns: email, name, role
  • Go to Team > Bulk Import
  • Upload the CSV file
  • Review and confirm

    • What Happens When They Join

  • They receive an email invitation with a link to join
  • After signing up, they are automatically added to your company
  • Their card is pre-configured with company branding
  • They can customize personal details while maintaining brand consistency

    • Managing Team Members

  • Deactivate -- temporarily disable a member's card (e.g., during leave)
  • Remove -- permanently remove a member from the company
  • Change role -- update permissions as needed

    • Still have questions?

    Our support team is here to help.

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