How do I invite a new user or team member to my account?

To invite a team member, go to Settings → Users tab and click "Invite User". Fill in the person's full name and email address, then select which module permissions they should have. Click "Send Invitation" to send them an email with a signup link.

Step-by-step

1. Go to Settings (gear icon in sidebar)
2. Click the "Users" tab in the left navigation
3. Click the "Invite User" button (top right)
4. Enter the person's full name and email
5. Select which modules they can access (Buildings, Tenants, Analytics, etc.)
6. Click "Send Invitation"

The invited user receives an email with a link to create their account. The invitation link is valid for a limited time — if it expires, you can resend it by clicking the envelope icon next to the pending user.

User limits by plan — the account owner counts toward the limit, so the number of colleagues you can invite is one less than the total:

• Starter: 3 users in total — the account owner plus 2 invited colleagues
• Professional: 10 users in total — the account owner plus 9 invited colleagues
• Enterprise: effectively unlimited

Tenant portal users are counted separately and do not use up these seats.

If you see "You've reached the team member limit", you need to upgrade your plan to invite more users. Contact [email protected] to upgrade.

Important: Only the account owner (admin) can access Settings and invite users. If you cannot see the Settings page, ask your account administrator.