Customer asks how to add teammates.
Hi {{first_name}},
Invite teammates from {{settings_url}} → Members → Invite. Drop in their emails (comma-separated for bulk) and pick a role.
Role cheat-sheet:
- Owner: billing + everything
- Admin: everything except billing
- Member: day-to-day work
- Guest: read-only
Anyone you invite gets a 7-day window to join before the link expires.
{{agent_name}}Related templates
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