Invite a colleague
1
Open Settings → Members
2
Click Invite team member
3
Enter email addresses
Under Search names or emails, enter one or more email addresses.
4
Under Select role, choose Owner, Admin, Editor or Viewer
The role starts as Viewer, which can read but not edit or use Emma. Change it for anyone who will work on bids. See Roles and permissions.
5
Optionally add a note in Message, then click Send invite
Approve a join request
When colleagues sign up with their work email, they can choose Join an organization, see Organizations with your email domain, and click Request to Join.1
Open Settings → Members and select the Members Request tab
2
Review the pending request
3
Click Approve to let them in, or Decline
Change a role or remove a member
- To change someone’s role, open Settings → Members and pick a new role next to their name. They get a notification that their role was updated.
- To remove someone, delete them from the member list, then click Delete to confirm. This cannot be undone.