Inviting a Team Member in Dubsado 3.0

Dubsado allows you to invite collaborators or team members directly inside your account, so you can share access, assign tasks, and manage client projects together.

To invite a new team member:

→ Click your Username (bottom left of the screen)

→ Select Settings→ Click Team Members

→ Click Invite New Member

To complete the invite:

→ Input your team member’s Email Address

→ Select their Access Type 

• Basic - Basic team members can only access the projects or tasks they have been assigned, as well as any additional permissions granted: Contracts, Invoices and/or Templates.

• Accountant - Accountants have view-only access to invoices, transactions, revenue & expenses, and reports.

• Admin - Admins can access almost everything except account settings, billing, and calendar connections. **if Bloom is supporting your Dubsado setup, you must grant Bloom Admin access

→ Click Send Invite

Your team member will receive an email invitation to accept and activate their access.