Overview

Team is the people of your agency company. You invite them on Users, and each person signs in to the same FeatValue app.

What the team is for

Colleagues see the agency menu. They work on projects, comments and reviews with you. Client contacts belong to a client company instead.

• Invite people into your company from Users
• The first user of a company becomes company admin automatically
• Each person chooses groups under Notifications

Where to find it

Click Users in the left sidebar. The plus control is Create user.

How it works

1. Open Users

   Users lists people of your company. Open a row to see the profile.

2. Invite a colleague

   Click Create user. The form title is New user. Send with Invite user. Details: Inviting users.

3. Edit or remove a person

   A company admin can edit a profile or open Remove user. See Roles and admins.

Client contacts use the same invite form when you pick their company. That flow is in Inviting contacts.

What this section covers

Permissions and plans

All plans include unlimited users. Inviting a colleague does not consume a paid seat.

The setup item Invite colleagues stays open until your company has more than one user. See Setup checklist.