Inviting your team

Open Team and send an invitation with the role you want the person to hold. They get an email with a link to set their own password.

Buy licences first

Every invitation consumes a licence for the role you are inviting into, so an owner with no licences cannot add anyone. If an invitation will not send, this is almost always why — the message names the role you are short of.

See Licences and seats.

Then assign them to templates

This is the step people miss. A new collector with a licence still sees nothing to collect until they are added to a template's collectors.

If someone reports an empty template list, they are almost certainly not assigned yet — not broken. See Collection templates.

If the invitation never arrives

• Spam — ask them to check, particularly on locked-down corporate mail.
• The right address — people often check a personal inbox when the invite went to a work one.

Picking the role

Give the least access that lets someone do their job — see Roles and permissions.