Go to the Team section in navigation menu and click the Invite user button.
In the pop up window, enter the email, name, and role/comment.
Select the required permissions you want to grant to the user (the description of each permission is provided below).
Click Send invite.
An invitation link will be sent to the specified email address. By following this link, the user can enter their password and log in to their account. They can also register using a Google account.
Invitation links remain valid for 24 hours. After that, the invitation expires and can no longer be accepted. To send a new invitation, go to the Teams tab and click Resend invite next to the user.
Role templates
Instead of picking permissions one by one, you can apply a ready-made role template when inviting someone — for example Finance Analyst (read-only), Finance Manager, or CFO. You can still adjust individual permissions afterward, and you can save your own custom templates.