For
Owners and admins. Team members can manage only their own available notification choices.
Before you start
Have the teammate’s name and the email address or phone number you plan to use.
Steps
Open Team & Access
Choose Settings, then Team & Access.
Enter the invitation details
Add their name and contact details. Choose Email, Text or both under Send the invitation by.
Choose a role
Choose Admin for full workspace and team access. Choose Member to select specific lock, code, history and report permissions.
Choose available updates
Select which notification types the teammate may turn on. This is a grant; the teammate chooses email or text in their own settings.
Send and check the status
Choose Send invitation and confirm it. The invitation appears in the Team list with its status.
What to expect
The teammate can accept the invitation and sign in with the access you granted. A member’s menu and views are filtered to those permissions.
If something does not look right
If the send result is unclear, choose Refresh member list. If the invitation appears, do not send another. If it does not, use the original request check shown by the page.