Invite colleagues from Team so requests, contacts, and templates are shared across your organization rather than locked to one person.
Sending an invite
Send an invite by email. The invite contains a link, valid for 48 hours, where they set their own password; no one else is ever given a password for their account. You choose whether they join as a member or an admin at the same time — see Roles and permissions for what each can do. If it expires before they accept, resend it — a Resend Invite action appears for seats that were never claimed.
Make sure they accept the invite rather than signing up separately. Signing up fresh creates a second, empty organization, and nothing is shared between organizations.
You can't invite anyone while your account is read-only: after a failed payment's 7-day grace period, once a free trial has ended, or after a subscription ends. Team says why and links to Billing. Removing members and changing roles still work.
Encryption comes first
A new team member can sign in straight away, but they can't open encrypted documents until they either know your organization's encryption passphrase or are granted access by an existing member from that member's own session.
Plan for this before you need it. If exactly one person can unlock the vault and they're on leave, new hires can't be onboarded onto existing documents.
Seats and sessions
Each paid seat supports one active session at a time. Logging in on a new device signs the previous session out. If you're unexpectedly signed out, that's usually why — see Why was I logged out?.
This means seats are per person, not per device. Two people sharing one seat will keep knocking each other out of the app.
Removing someone
An admin removes someone with Remove from Team in the ⋯ menu on their row under Team. Removing a member ends their access and reduces your billed seats; the unused time on that seat becomes account credit on your next invoice, not a refund (see Plans and billing). Their historical activity stays on the requests and contacts they worked on, so removing someone doesn't erase the record of what they did.