How do I invite people to the dashboard?

Team manages dashboard access. Give each person the least access needed for their work; appointment providers are configured separately.

Maintained by Louneh · Reviewed 2026-09-16

Before you start

Owner or admin. Availability depends on your plan and completed setup. Review subscription access.

Step by step

  1. Open Team and review existing members.
  2. Use the invite control, enter the colleague’s email and choose the appropriate role.
  3. Send the invitation and review its status.
  4. Review access when responsibilities change.

What you should see

The intended colleague can accept an invitation with the appropriate role.

If something goes wrong

If an invitation is pending, verify the email address and status before retrying. Adding a provider does not invite a dashboard user.

Create your account or read the setup guide.

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