As of April 2024 we've introduced user roles. You'll need to be an account admin to be able to invite and remove team members. Here's how to invite a new teammate into your account.
From the Account Settings page, go to the My Team tab, and click the "Invite teammates" button. We'll send an email invite to that person - they'll need to confirm via the link in the email to complete the login.
By default all new teammates you invite will be assigned an Editor role.
Can I change the role of the person I just invited?
Yes. By default all new invitees are assigned an Editor's role, but you can change this any time. As soon as an admin invites a new teammate into your account, you can click the drop down menu to choose their role before they accept the invite (To an Admin, Billing user or keep them as an Editor).
How many teammates can I invite?
All CoverageBook plans include team member logins so you can invite your colleagues to join you on the account. Teammates can choose to sign in using their email and a password, or sign up using a Google or Microsoft account.
Each plan tier has a set number of logins available to cater for different team sizes.
Bronze - up to 5 team members.
Bronze Plus - up to 10 team members.
Silver Up to 50 team members.
Gold - up to 100 team members.
I invited someone but it says "please contact support"
If you see this message get in touch with us at [email protected] and we can help!
Further reading