Add a person to the right company
- Select the company in the sidebar.
- Open Team and choose Add person.
- Enter the person details and correct email address.
- Choose an App access preset and save.
Team is its own company section, not a tab inside Company settings. A team record and a person who can sign in are not the same thing.
Choose an access preset
- Administrator: broad company access, including administrative settings.
- Custom: select the available access areas rather than granting every section.
- Viewer: read-only access; viewers cannot make normal record changes or open company settings.
- No access: keep the person on the company record without granting app access.
Company settings remain restricted to the owner and administrators. A job title or management role does not itself grant access.
How access reaches the person
Access is linked to the person account through their confirmed email. They must sign in or create and verify an account using the same address entered on the team record. If the company is missing, check that address and the access preset before adding a duplicate person.
Seats and plans
Free includes only the owner with app access. Standard includes five users with access, including the owner, then charges $5 per additional user per month. Plus includes unlimited users. People set to No access do not use a paid seat. Changing access applies to this company, not every company the person belongs to.