Add team members to collaborate on tasks and calendars.

Inviting to Your Organization

Organization admins can invite new members:

1. Go to Organization Settings
2. Click Invite Members
3. Enter email addresses
4. Select a default role
5. Send invitations

Invitation Process

1. Invite sent - User receives email with invitation link
2. Account creation - New users create their account
3. Joining - User is added to your organization

Adding Members to Calendars

After users join your organization, add them to specific calendars:

1. Open the calendar settings
2. Go to Members
3. Click Add Member
4. Select the user
5. Choose their role

Adding Members to Tasks

Assign users to individual tasks:

1. Open the task
2. Click Assignees or Add Member
3. Search for the user
4. Select their role on this task

Best Practices

• Match roles to job function — staff accountants as Preparers, controllers and seniors as Approvers, CFO or external auditors as Viewers
• Limit Admin access — only the accounting manager or system owner needs Admin rights
• Review access at year-end — remove members who have left the team and update roles for promotions
• Invite auditors as Viewers — gives them real-time close visibility without edit access