You can add a team member by navigating to Business Settings > Team > New Team Member and amending all of the required fields. Once this form is submitted successfully, an email will be sent to the email address you specified containing login instructions.
You can have 3 types of team members, each of which can only be tied to one specific business you have set up in your invoicely account:
- This is an admin user who will - apart from the invoicing - be able to make adjustments to your Business Settings.
- This is a staff user who can only do invoicing on behalf of the business. They will not be able to adjust your business settings.
- This is a read-only user who can only see your invoicing activity.