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Team members and roles
Inviting your team to a shared workspace (Business plan).
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On the Business plan your team works from one shared workspace, with up to 5 users. Everyone sees the same quotes, customers, and library.
Inviting someone
Settings → Team sends an email invitation. The invite is bound to the address you send it to: the recipient creates their account with that same email (no separate confirmation step: the invite email already proved the inbox) and lands in your workspace ready to work.
If an invite goes stale or was sent to the wrong address, revoke it and send a fresh one from the same page.