How do I invite a teammate?
Quick answer: Open Settings, scroll to Team Management, click Invite member, and enter your teammate's email. They'll get an invitation link — when they click it and sign in, they join your organization.
Who can invite
Only organization admins can invite. If you don't see the Team Management section in Settings, you're not an admin — ask your existing admin to invite you or to promote you.
Steps
- Go to Settings.
- Scroll to Team Management.
- Click Invite member.
- Enter the teammate's email address. (They don't need a CrossBeam account yet — the invite handles sign-up too.)
- Click Send invite. An email goes out.
- They click the link, sign in (Google / Microsoft / email), and they're on your team.
What your team sees
Once joined, everyone on the team:
- Appears in the Team view on the Projects dashboard.
- Can see each other's projects (based on your org's sharing rules).
- Shares a credit balance if your org is set up that way.
See My Work vs Team view for how projects are filtered.
Removing a teammate
Admins can remove a teammate from the same Team Management section. Click the Remove button next to their entry and confirm. They lose access immediately; their projects stay on the team.
See Manage your team.