What it is and why it helps
Team membership lets coworkers use the same company records instead of maintaining separate rosters.
How to use it
- Open Settings → Team Members and choose Invite Member.
- Enter the email and an offered workspace role, then send.
- The recipient follows the email link to sign in or create and verify an account.
- The owner can use the removal control and confirm to remove a coworker.
Workspace roles
Owners manage subscriptions and remove coworkers. Owners and workspace administrators can change general settings, invite coworkers, and manage prequalification. Members use the ordinary compliance workspace but cannot manage prequalification applications.
Some controls may be visible even when the action is role-restricted. If authorization is denied, ask the owner. Invitations currently do not check subscription tier; do not infer a separate seat allowance or per-seat charge.
Invitation rules
Team invitations expire after seven days, can be accepted once, and require a matching account email. A failed invitation email is reported rather than immediately adding a member. Removing membership does not delete the person's account.