Inviting Your Team

Goal

Give a teammate access to your workspace using their own sign-in.

Before You Start

• You’re in the correct organization’s workspace.
• You have permission to manage its members.

Steps

1. Navigate to Settings > Organization.
2. In the organization settings, open member management.
3. Click Invite Members.
4. Enter one or more email addresses.
5. Select role(s), then send invitations.
6. Monitor pending invites and accepted members in the same area.

Expected Result in Formul

• Pending invitations appear in the organization settings.
• After accepting, your teammate can sign in and open this organization.
• Their role determines what they can view and change.

Give each person the access their work needs. Someone helping with production doesn’t necessarily need to manage members or billing. Review their access when their responsibilities change.

If Something Looks Wrong

• If invites are blocked, verify your permissions.
• If a teammate can’t open the workspace, check that they accepted the invitation using the same email address and selected the correct organization.

Next Step

Follow Your First Batch.

Tip

Use an individual account for each teammate so you can tell who recorded a receipt, production run, or stock change.