Invite Your Team
Learn how to add team members to your Gatherly organization.
Inviting Team Members
Collaborate with your team by adding them to your Gatherly organization.
How Team Access Works
When you invite a team member:
- They receive an email invitation
- They create their own account (or sign in if they already have one)
- They gain access to your organization's clients, templates, and intakes
Inviting a Team Member
- Navigate to Settings in the sidebar
- Click on Team tab
- Click Invite Member
- Enter their email address
- Select their role
- Click Send Invitation
Team Roles
| Role | Permissions |
|---|---|
| Owner | Full access including billing, settings, and team management |
| Admin | Manage team members, templates, and settings |
| Member | Access to intakes, documents, and clients |
Managing Invitations
Pending invitations appear in the Team section. You can:
- Resend - Send another invitation email
- Revoke - Cancel a pending invitation
Removing Team Members
To remove someone from your organization:
- Go to Settings > Team
- Find the team member
- Click the menu icon
- Select Remove from team
Removing a team member immediately revokes their access. Any intakes they created will remain in the system.