How to invite and manage your team using the app
Invite someone by email, choose their role, then change their role or remove them from the team, all from your phone.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
Each team member has a role: Admin, Agent, Read-only, or Collaborator (who uses tasks, meetings, and Izy, and doesn't take up a plan user slot). The invite arrives by email.
Before you start
- Only the owner and admins can invite people and change roles.
- Check if there's an available user slot on your plan.
Step by step
- Step 1:
In Profile, tap Team. At the top, see how many plan users are in use. Tap Invite.
- Step 2:
Enter the person's Email.
- Step 3:
Under Role, choose Admin, Agent, Read-only or Collaborator. Tap Send invite.
- Step 4:
To change someone, tap their name under Members: Change role changes what they can do, and Remove from team removes their access.
How to know it worked
The person receives the invite by email and shows as a pending invite until they accept. Role changes take effect the next time they log in.
If something goes wrong
I can't send an invite.
Your plan's user slots may be full. Invite as Collaborator, which doesn't take up a user slot, or upgrade your plan.
Next step
Create a scheduling link using the app.
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