Invite a Team Member
PaperLink lets you invite people to your team so you can work together on invoices, documents, and clients. Each team member gets a role that controls what they can see and do.
What Roles Are Available?
Every team member has one of four roles:
| Role | What they can do |
|---|---|
| Owner | Full control - manage the team, invite members, create content, delete the team |
| Admin | Manage team settings, invite members, create and edit content |
| Manager | Create and edit invoices, estimates, and documents |
| Member | View team resources |
Each role builds on the one below it. An Admin can do everything a Manager can, plus manage settings and invite new members.
How Do I Send an Invitation?
Only Owners and Admins can invite new members.
- Click Settings in the sidebar.
- Open the Members tab.
- Click Invite Member.
- Enter the person's email address.
- Click Send Invitation.
The invitation appears in the person's notification center inside PaperLink. If the person does not have a PaperLink account yet, the invitation will be waiting for them when they sign up.
How Do I Manage Pending Invitations?
After you send an invitation, it shows up in the Pending Invitations section on the Members page. You can cancel a pending invitation at any time before it is accepted.
How Do I Change a Member's Role?
Owners and Admins can change the role of any team member from the Members page. Click the role dropdown next to a member's name and select a new role.
Related
- Rename Your Team and Update the Logo - change team name and avatar
- Manage Your Subscription - your plan determines how many members you can invite
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