Invite Team Members
Send invites with expiry, accept flow, and switching between companies.
Add colleagues from Settings → Team.
Send an invite
- Enter email address
- Choose role (Admin or Member: Owner must be transferred, not invited)
- Set invite expiry: 1, 7, or 30 days
- Send. The recipient gets a link to accept.
Pending invites appear in the team list until accepted or expired.
Accept invite flow
Recipients open the invite link, sign in or sign up, and join your company with the assigned role.
Team members can belong to multiple companies. Switch via the company selector in Settings.
Switching between companies
The company dropdown in Settings lists all merchants the user belongs to. Select another company to switch context.
Create a New Company from the same dropdown for separate Stripe connections or test vs live separation.
Updated