Invite team members and assign roles

In the Team area of the Business dashboard you see who works in your company, what each person may do and who is still invited. The owner and admins can invite people and assign roles.

Invite someone

1. Open the Business dashboard and go to Team.
2. Select Invite someone.
3. Enter the person's Email address.
4. Under Role, choose Member or Admin. Members work along as far as their role allows. Admins can also invite people and manage the team.
5. Select Send invite.

The person gets an email with a link. They join with their Ulifyi account for that email address. If they don't have an account yet, they create one with that address. After they select Accept invitation, they see your company in the Business dashboard.

How many people you can add depends on your plan. You see the number of used seats in Team. For more seats, see the plans on the Ulifyi Business page.

Manage open invitations

Open invitations show Invited and wait for an answer. Next to an invitation, you can choose Resend invitation or Withdraw invitation. A withdrawn link stops working.

Change someone's role

In the list of people, pick a new role next to the person's name. The founder is always the Owner. This role has every permission and can't be reassigned.

Roles and permissions

Under Roles & permissions you see which areas of the dashboard each role can access. Select a role, switch its permissions on or off and select Save. Changes apply right away to everyone with that role. The Owner role's permissions are fixed. With Create role you can add a role of your own, if your plan includes custom roles.

Remove someone

Choose Remove from team next to the person. They lose access to your company right away. You can invite them again later.