Inviting Team Members

Add colleagues to your Brightenly account so they can collaborate on projects, conversations, invoices, and contracts.

How to invite someone

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Click Send Invitation

The invitee receives an email with a link to accept the invitation and set up their account. The invitation expires after 7 days — you can resend it from the Team settings page if needed.

Roles

Role	Permissions
Admin	Full access, including account settings, billing, and team management
Member	Access to all projects, contacts, conversations, invoices, and contracts — but cannot change account settings or manage team members

Removing a member

To remove someone from your account, go to Settings → Team, find the member, and click Remove. Their access is revoked immediately. Their past activity (comments, sent emails, etc.) remains in the account.

Seat limits

The number of team members you can invite depends on your Brightenly plan. If you've reached your limit, you'll see a prompt to upgrade when trying to invite a new member.