- Open Team and enter the person's email and role. They get an email with a link; signing in with Google, Microsoft or an emailed code takes them straight to the workspace.
- Pick the role closest to their job: Admin for everything including the team and billing; Member for day-to-day work; Billing for the people who check bills; Site contact for someone at one location; Viewer for read-only.
- Adjust any area if the role is not quite right. Each of the five areas can be no access, view or edit for that person.
- A site contact can be limited to their own location: they see its services and can report a problem there, and nothing else.
Your advisor
If you work with a telecom advisor, connect them from Team. Their team then works in the same workspace, and your plan covers their access. You can remove them at any time, and their firm's own deal details are never shown to you or your team.
In the app: Team. Sign in to open them in your workspace.