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.
Roles
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.
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.
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.
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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