Each team member uses their own account with a role that matches their work. Roles control access to sensitive data like payroll, billing, and compliance records. Send invitations via email and track pending requests. Go to Settings > Team. Choose Add team member to start inviting a teammate. Type their first name, last name, and email address. Use their individual work email so they can set up their own account and password. Select a role that matches the work they do—Owner, Administrator, Coordinator, Billing contact, or Read only. Review the included permissions before sending the invitation. Each role grants specific access to sections like Scheduling, Payroll, Billing, Compliance, and Reports. Choose Send invite. A private invitation link is emailed to them. The Members tab shows your active team and pending invitations. If the email bounces, fix the address and resend. Remove a member immediately if they leave the agency. Revoke any pending invites for addresses that were wrong or people who no longer need access.