Invite your team

Running a program is easier with more than one person. Teammates can draft sessions, run calls, take notes, and publish recaps. The free plan includes three seats.

Before you start

Know each teammate's work email and decide what they should be able to do.

Steps

1. 1

   Open Settings and select Team. You see everyone who has a seat and how many seats remain.

   Screenshot: the Team settings page with the seat count
2. 2

   Select Invite teammate and enter their work email. You can add several at once, one per line.

   Screenshot: the invite teammate dialog with two emails entered
3. 3

   Choose a role. Admins can change settings, billing, and branding. Editors can create and run sessions, manage members, and publish recaps. Viewers can see everything but change nothing. Most teammates should be Editors.

   Screenshot: the role selector with the three roles described
4. 4

   Select Send. Each person receives an email with a link that signs them in. The invitation stays open for seven days.

   Screenshot: the pending invitation in the team list
5. 5

   Once they accept, their name appears in the team list and they can be assigned as the host or note taker on any session.

   Screenshot: the team list with the new teammate active

Seats and members

Seats are for your team. Your customers join as members and do not take a seat. The Billing section explains how the two are counted.