Invite someone
- Go to Team settings
- Click Invite
- Enter their email address
- Choose Member or Admin
- Send the invite
What invitees see
When your teammate opens the invite, they go through a short onboarding flow:- Verify their email with a 6-digit code
- Connect their mailbox via Google or Microsoft
- Set up their signature and profile (sign-off name, full name, job title, company, website, and optionally phone and address)