Add team members
Team access by plan
The number of users you can add depends on your plan:
| Plan | Users |
|---|---|
| Foundation | 1 (account holder only) |
| Starter | 1 |
| Professional | Up to 5 |
| Agency | Unlimited |
If you need more than 2 users, you will need to be on the Professional or Agency plan.
How to invite a team member
- Go to Settings in the left navigation
- Select Team
- Select Invite member
- Enter their email address and select their role
- Select Send invite
The invited person will receive an email with a link to set up their account. The invite link is valid for 7 days.
Available roles
Admin — full access to all features, including client records, screening, program documents, reports, and account settings. Admins can invite and remove other team members.
Staff — access to client records, CDD workflows, and screening. Staff cannot access billing, account settings, or team management.
Assign the Admin role to your Compliance Officer and any senior staff who need to manage the account. Use the Staff role for agents who need to add clients and run screens but should not have access to account-level settings.
Removing a team member
- Go to Settings → Team
- Find the team member you want to remove
- Select Remove
Their access is revoked immediately. Their activity history (client records they added, screens they ran) remains in the account for compliance purposes.
Pending invites
If a team member has not yet accepted their invite, you can resend or cancel it from Settings → Team → Pending invites.