Invite your team
Invite teammates and contractors with the right role, and add seats when you need more.
Invite your team once guided setup is done and you have looked over the drafts it prepared. Each person you invite gets an email, creates their own login, and joins your organization with the role you choose.
A role decides what someone can open and change. Pick the smallest role that lets them do their job. You can change it later.
Choose a role
Agiled comes with ready-made roles:
| Role | Good for |
|---|---|
| Admin | A partner or operations lead who manages most settings and data. |
| Manager | Someone who runs day-to-day work, including clients, finance, and HR. |
| Member | Standard team access for everyday work. |
| Contractor | Freelancers and outside help who only do project work. |
The Contractor role gives access to projects, tasks, time tracking, files, documents, and the calendar. It leaves out CRM, finance, HR, commerce, and settings. A contractor sees the projects they own or belong to and the tasks assigned to them.
Need something in between? Create your own role in Settings › Roles & Permissions and start it from the Contractor, Member, or Manager template, or from Blank. See Create a role.
Invite a teammate
- Open HRM › Members.
- Select Invite member.
- Enter the person's work email.
- Choose their Role. The text under the role explains what they can open.
- Select Send invite.
The invitation email names your organization, shows the role you chose, and says when the invitation expires. The person opens the link and creates their account with that same email address. See Accept an invitation.
Invite people with the email they use for daily work. If they accept with a different address, they end up with a separate account.
You're done when your teammate appears in HRM › Members as active. Tip: invite one person first and check they can open what they need, then invite everyone else.
Need more seats?
Your plan includes a number of team seats. Settings › Billing shows how many you are using under Usage.
If you reach the limit, add extra seats yourself:
- Open Settings › Billing.
- In Extra team seats, enter how many seats to add.
- Check the price and your new team limit.
- Select Add seats and complete checkout.
Extra seats are available on the Pro, Business, and Scale plans and on eligible lifetime plans, but not during a trial. See Billing.
Invitations that expire no longer take up a seat. If you send an expired invitation again, Agiled checks that a seat is free first.
If someone cannot get in
Check that:
- they accepted the invitation with the invited email address;
- their email is verified;
- their role includes the page they are trying to open;
- the module is switched on in Settings › Modules.
If an invitation link has expired or was canceled, the invitation page says so. Resend the invitation from HRM › Members instead of asking them to create another account.