Invite people to your team
In Settings → Team & branding, type an address under Invite by email, pick a Role and click Send invitation. The invitee opens the emailed link while logged in with that address and clicks Accept invitation.
Updated 2 min read Available on Business
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Send an invitation
Step 1: Open Team & branding
Click Settings at the bottom of the sidebar, then Team & branding. Owners and admins can also click Manage users in the sidebar's Team section.
Step 2: Enter the email address
Under Invite by email, type your colleague's work address.
Step 3: Choose a role
Pick Member or Admin. Only the owner can invite admins; admins invite members.
Step 4: Send it
Click Send invitation. The person appears in the list as Member · pending (or Admin · pending) with the date the invitation expires.
Invitations expire after 7 days. To resend, invite the same address again: the new invitation replaces the old one and doesn't use another seat. To cancel, click the remove icon on the pending row.
Accept an invitation
Step 1: Open the email
Click the link in the invitation email.
Step 2: Log in with the invited address
Log in, or create a free account, with the exact address the invitation was sent to.
Step 3: Join
Check the address shown under Join the team? and click Accept invitation. You get the team's plan and its shared documents; your own documents stay yours.
If something goes wrong
| Message | What to do |
|---|---|
| All seats are in use. | The owner adds seats from Plan & usage → Manage billing, then invite again. |
| This invitation was sent to … Sign in with that address to accept it. | Log out and log in with the invited address. |
| This invitation is no longer valid. | It expired, was revoked or was already used. Ask an admin to send a new one. |
| You're already in another team. Leave it first. | An account can be in one team. Leave the other team, then open the link again. |
| Invitation created, but the email couldn't be sent. | The invitation exists. Try sending it again later. |
Can someone already on Pro join?
Yes. While they're on the team they get the team's Business plan. Their own subscription isn't canceled automatically, so they may want to cancel it in Plan & usage.
Is there a shareable join link?
No. Each invitation is for one email address, which keeps the team's documents with the people you chose.
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Related articles
- Team roles: owner, admin and memberTeams have three roles. The Owner manages billing, roles and everyone; Admins invite and remove members and edit branding; Members use the team's documents, templates and plan.
- Team seats and billingBusiness is billed per seat. Every member, including the owner, and every pending invitation uses one. The owner changes the number of seats in Plan & usage → Manage billing.
- Remove a member or leave a teamIn Settings → Team & branding, click the remove icon on the person's row and confirm Remove. To leave, click it on your own row and confirm Leave team. People keep their own documents; documents shared with the team stay with the team.
- Signing and notification emails aren't arrivingCheck spam, promotions and quarantine first; PDFBetter sends from [email protected]. If a signer didn't get an invitation, open the request under Sent, check Activity, and use New link / fix email to correct the address and send a new link.