You can invite anyone in your organization from Settings. The process takes less than a minute.
Click "Invite person".
Enter the person's email address. It must be your Google Workspace or Microsoft 365 domain email if the organization uses SSO.
Assign a role: Executive, Leader, Coordinator, or Admin. If you choose Admin, select one or more sub-roles (Principal, Teams, Billing, Settings).
Assign a team if applicable. It is required for Executives, Leaders, and Coordinators.
Click "Send invitation". The person receives an email with the activation link.
If there are no seats available when inviting an Executive, the system will ask you to purchase more before continuing.
