Inviting your team

Inviting someone

Owners and admins: go to Settings → Users and choose Add User.

• Email Address: where the invitation goes. They don't need an Ask Lou account yet; they can sign up from the invitation.
• Role: what they can do. An owner can invite admins, members and viewers; an admin can invite members and viewers. See Roles and permissions.

Choose Send Invitation. They join once they accept it.

Accepting

The invitation email opens You've Been Invited!. They sign up, or sign in if they already have an account, using the same email address. Every account uses multi-factor authentication. See Your account and signing in.

Invitations expire after 7 days.

Pending invitations

Owners and admins see everyone who's been invited but hasn't joined yet under Pending Invitations in Settings → Users, with when each invitation runs out.

• Resend sends a new invitation, good for another 7 days. Use it when one expired or went missing. The old link stops working.
• Cancel withdraws an invitation; its link stops working. You can invite them again any time.

Changing someone's role

In Team Members, choose the edit icon beside them, pick the New Role, and Save Changes. You can change the roles of people below your own role; the owner's is protected.

Removing someone

Choose the trash icon. They lose access to this company and all its data straight away, and can be invited again later. You can't remove yourself.

More than one company

Access is per company. Someone who works on two of your companies needs an invitation from each, and can have a different role in each.