Invite your team
Owners and admins add members; each advisor keeps personal Match Criteria.
Workspaces are firm-level. Owners and admins invite colleagues; each member still completes their own onboarding and Match Criteria.
- Open Settings (Owners/Admins).
- Invite a teammate with their work email.
- They accept the invite, set a password, and finish onboarding.
- If someone says they already have an account but never set a password, use Resend on their Invited row.
- Confirm their role (Owner / Admin / Member) and status under Settings or Profile → Teams.
- Contact credits and firm defaults are workspace-scoped; Matched rankings stay personal to each advisor’s Match Criteria.
- You can also start an invite from ⌘K → Invite teammate.