How do I invite a teammate?
Quick answer: Team admins go to Settings, scroll to Team, enter the person's email under Invite Member, pick Member or Admin, and click Invite. They get an email with a link to join. The link works for 7 days.
Steps
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Go to Settings (or click Team in the settings menu).
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Under Invite Member, type the teammate's Email address.
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Pick a Role: Member or Admin. Admins can invite and manage people.
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Click Invite. You'll see Invitation sent, and the person appears in the list as Pending.
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They open the email ("You've been invited to {your team} on CrossBeam"), click the link, and sign in with Google or Microsoft using that same email address. See Accept a team invitation.
Who can invite
- Only team Admins see the Team section in Settings.
- Individual accounts (for example, an account created by uploading plans at /start) don't have a team, so there's no Team section. To set up a team, contact support.
- Just need someone to see one report? Share that project instead. They don't join your team. See Share a review.
Common messages
- "This email is already a member of your organization" — they're already on the team.
- "An invitation is already pending for this email" — wait for them to accept, or cancel it with the × next to their pending row and invite again.