Getting started
Invite your team and manage access
Check available seats, invite colleagues and choose the access each person needs.
Updated 9 September 2026
Before you start
You need administrator access to manage the team. Have each person’s work email ready. Check that your subscription has enough seats for the people you want to invite.
Check seats and invite a colleague
Open Team. Review Plan and seats, including Active, Invited and Available.
Select + Invite teammate. If the button is unavailable because all seats are used, review your current team and plan first.
Enter the person’s Work email. Choose their Business area and an appropriate Accountability level.
Choose their Role. Check the email and role before sending the invitation.
Return to the team directory and check the invitation status. An invited person has not necessarily accepted yet.
Choose the right role
Admin manages the team, billing and assessments.
Editor runs assessments and answers controls.
Read-only views assessments and reports without editing them.
Accountability level describes responsibility. It does not replace the access permissions set by Role.
Review existing access
Use Search or the Business area, Role, Accountability and Status filters to find a person. Select Edit to review their details. Check the effect of a role change before saving it.
If an invitation has not arrived
Check the email address and invitation status. Email queued and Email failed are different from an accepted invitation. Ask the recipient to check their junk folder before sending another invitation.