Help Center · Work

Invite your team and clients

Roles, invite links and who sees what.

  1. Open Work › Team and choose Invite; pick a role and share the invite link.
  2. Roles: Owners and Admins manage everything; Members do the work; Guests see only their projects; Clients see only their portal.
  3. Owners and Admins decide in Team › Admin whether Members can see invoices, budgets, reports, automations and the pipeline.