Team and roles

Inviting colleagues, and what Admins and Members can do

Inviting someone

Settings › Team › Add Team Members (admins). Type an email and press Enter — repeat for several people — pick Admin or Member, and press Add.

Each person gets an email headed You have been invited to ‹organisation›. The link lasts 7 days. They set a password, then sign in. Their name shows as their email until they fill in Profile.

On the Free plan a business has one seat, so the button is disabled. Firms on Free have no seat limit.

Roles

	Admin	Member
Home, Documents, Co-pilot, Reports, Chats	✓	✓
Clients (firms)	All clients	Only clients they’re added to
Manage client contacts, send link invitations	✓	—
Create or change Agents	✓	—
Settings › Organisation, Team, Plan and Billing, Pages, AI Management, Audit Log	✓	—
Upgrade / buy credits	✓	—

The first user of an organisation is its Admin.

Removing someone

Delete from the row menu on the Team page. It takes effect immediately with no confirmation. You can’t remove yourself.

Profile

Settings › Profile: name, photo, mobile number, language (English and Greek are complete), timezone, date and amount formats, fiscal year end. Reset Password emails you a link valid for 10 minutes.