Set up your team

An Owner or Admin can complete the team's first-run setup, invite teammates, and manage access.

Finish first-run setup

1. 1

   Confirm company and profile

   Confirm the team name. You can also add a team description and your display name.

2. 2

   Review optional integrations

   Review the Coperniq status shown during setup. If your team uses Coperniq, connect it later from Settings → Integrations → Coperniq.

3. 3

   Add workflow notes

   You can add a short description of your team's usual handoff or work process. This step is optional.

4. 4

   Invite teammates

   Enter up to 25 email addresses separated by commas or new lines. Invitations sent from onboarding grant Member access.

5. 5

   Enter the workspace

   On the final step, click Enter workspace.

Update team details later

• Settings → General — edit the team name, your team profile, and the company logo.
• Settings → Branding — edit company identity and contact information.
• Settings → Team & roles — manage members, pending invitations, roles, and crews.
• Settings → Role permissions — review and manage permissions for team roles.

Invite teammates after setup

Only an Owner or Admin can manage invitations.

1. 1

   Open Team & roles

   In the dashboard, open Settings → Team & roles.

2. 2

   Send invitations

   Click Invite, enter up to 25 email addresses, choose a role, and click Send Invites.

3. 3

   Check pending invitations

   Find the invitations below the member list. If the invitation shows a delivery status, review it there.

4. 4

   Resend or revoke an invitation

   Use Resend if the recipient lost the invitation. Use the trash action to revoke a pending invitation.

The recipient must accept while signed in with the verified email address that received the invitation. The invitation page shows that address in masked form and an expiration date when one is configured.

Roles at a glance

Role	Typical access
Owner	Full team control, including billing management and team deletion.
Admin	Manage team settings, members, integrations, and operations; cannot delete the team or manage billing.
Sales Manager	Team sales visibility, proposal work, targets, and commission approval; team settings are view-only.
Member	Operational customer, project, task, and scheduling work; cannot manage invitations or team settings.
Sales Agent	Own-sales workflow, proposals, and project visibility; cannot manage the team.
Viewer	Read-only access to supported team data.

Print or export role permissions

Owners and admins with permission to manage roles can open Settings → Role permissions → Print or export guide.

• Use Print or save PDF for a portable review copy.
• Use Download CSV for a spreadsheet.
• Use Download Markdown for an editable text document.

Verify it worked

• Pending Invites shows invitations that have not yet been accepted.
• After a teammate accepts, their name appears in the member list and they can open the team's dashboard.

Troubleshooting

"The invitation hasn't arrived" — Ask the recipient to check spam and confirm that the invitation was sent to the right email address. In Settings → Team & roles, use Resend if the invitation is still pending.

"The recipient signed in but cannot accept" — Confirm they used the verified email address that received the invitation. A different account cannot accept it.

"My teammate joined but opened another team" — Have them choose the intended team from the team switcher in the dashboard sidebar.