Invite and manage team access

Invite a team member

1. 1Open Business setup → Team access.
2. 2Enter the person’s email address.
3. 3Choose the provider access label shown for your category, Office Admin, or Administrator when your own access allows it.
4. 4Send the invitation. It expires after 48 hours.

What the numbers show

1. 1Start a new invitation here.
2. 2Use the exact email the person will use to sign in.
3. 3Choose the lowest access level that covers their work.
4. 4Review current access before adding or removing anyone.

Manage existing access

• Change a person’s role when their work changes.
• Cancel a pending invitation before it is accepted.
• Remove a person’s access when they leave the business.
• Link a provider account to the correct provider profile.