Go to Settings, open Team, and choose Invite Member. You need permission to invite team members to see this button.
Send an invitation
- Open Settings and choose Team under Access & Security.
- Choose Invite Member.
- Enter their Email Address.
- Pick an Access Role.
- Choose Create Invitation.
The person gets an invitation link. They create their account from that link to join the workspace.
Which roles can I choose?
Workspace owners can choose Admin, Investor Relations, Finance Preparer, Finance Approver, Viewer, or Investor. Other team members who can invite people can choose Investor Relations, Viewer, or Investor.
See What Roles and Permissions Are Available? for what each role is for.
Pending invitations
Invitations that have not been accepted appear under Pending Invitations on the Team page, with the role and expiry date. To stop an invitation, choose Cancel Invitation. The invitation link stops working.
Team member limits
Each plan includes a set number of team members: Launch includes 2, Growth includes 5, and Scale includes 15. You can see how many you are using under Billing. See How Do I Change My Plan or Billing Details?
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo