Who has access
8 people. Only the emails on this list can get in.
Email and phone are seen by: Owners and leads. Everyone sees their own. Change in Settings
What each role can do is under Roles.
Sam KellerOwner(612) 555-0101 · sam@sample.example
Casey NguyenTeam membercasey@sample.exampleNot signed in yet · invited Nov 9, 2026
Theo GrantTeam membertheo@sample.example
Add a person
Import from a spreadsheet
Paste rows copied from a spreadsheet, or choose a .csv file. The first row names the columns: Name, Email, and Role (owner, lead or team; team if blank).
Adding someone here lets that email in and emails them a link to choose their password. People added from a file aren't emailed; use “Send invitation” next to each. Anyone can also start from the sign-in page (“First time here?”).