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How do I invite team members?

Go to Settings → Team and click Invite User. Enter their email address and choose a role (Admin, Editor, or Viewer). They’ll receive an email invitation that expires after 7 days.

If they already have a ProfitEdge account, they can accept with one click. New users will be guided through creating an account as part of accepting the invitation.

Only Admins can invite and manage team members.