Invite a new admin

This guide shows you how to give someone admin access to your organization by sending them an email invitation.

Who can do this: Admins who have permission to invite other admins. Org owners can do this by default.

Before you start

You need the person’s email address, first name, and last name.
The person must not already have admin access. If they do, you’ll see an error when you try to invite them.
Decide which role to assign. The invitation defaults to “Read-only” — you can change it before you send.

Steps

Go to Admin & Security → Admins.
Click Invite admin.
Enter the person’s Email address.
Enter their First name and Last name.
In the Initial role dropdown, select the role you want this admin to start with. If you’re unsure, leave it as Read-only — you can change it later.
Review the note about the invitation link. The link is valid for 30 days and does not share any existing credentials.
Click Send invitation.

The invitee receives an email with a sign-in link. When they click it, they set a password, accept the policy, and their account becomes active. You don’t need to do anything else.

Resend an invitation

If the invitee hasn’t accepted after 7 days, you can resend the link.

Go to Admin & Security → Admins → Pending invitations tab.
Find the invitation row and open its ⋮ menu.
Click Resend invite.

Verify

You’ll know it worked when you see the “Invitation sent to [email]” confirmation message and the invitation appears in the Pending invitations tab on the Admins list.

If something goes wrong

“This email already has admin access” — The address you entered belongs to an existing admin. Check the Admins list to find them.
“Pick a starting role — you can change it later” — You submitted the form without selecting a role. Choose a role in the Initial role dropdown and try again.
Invitee says the link expired — Invitation links are valid for 30 days. Go to Pending invitations and resend the invitation.