**Requirements:** administrator role — only administrators can invite members. 1. On the **Members** tab, tap **"+ Invite member"**. 2. Type the person's **email**. 3. Choose their **role**, among three selectable cards: - **Admin** — "Everything: billing, team, agents". - **Editor** — "Day-to-day operations, no billing" (checked by default). - **Read-only** — "Read-only". 4. Turn on **"Will also be an operator"** if they're going to receive inbox conversations — the toggle is on by default. With it on, you can type a **department** (for example "sales" or "rentals") in the field below and tap **"+ Add"**; repeat for every department you want to associate with them. The department field is marked **optional**. 5. Tap **"Send invitation"**. **Result:** the invited person receives an email to join. While they haven't accepted, their invitation stays listed on the **Invitations** tab.