Team invitations

Invite team members by email. Each invitation includes a role so new members get the right permissions from day one.

Sending Invitations

1. Go to Members
2. Click Invite Members
3. Enter email addresses and select a role (Owner, Editor, or Auditor)
4. Send

Permission Hierarchy

You can only assign roles at your level or below:

• Owners can invite anyone (Owners, Editors, Auditors)
• Editors with the invites.manage permission can invite Editors or Auditors
• Auditors cannot send invitations

Invitation Flow

1. Recipient gets an email with a link
2. They create a Getbeel account if needed
3. Accepting gives immediate workspace access

Managing Invitations

From the Members page you can manage every pending invitation:

• Revoke — Cancel an invitation before it is accepted
• Resend — Send a new reminder email
• Expiration Date — Each invitation has a visible expiry; expired invitations can be resent
• Invited By — Shows the name of the user who sent the invitation

After Joining

New members see invoices and features based on their role. Owners and Editors can start managing invoices immediately. Auditors can view and export.