Add team members and choose what they see

Who controls access

Team access sits with the account owner. The owner adds each team member and decides which sections of invtri that person can see. Your package sets how many team members you can add.

Add a team member

1. 1

   Sign in as the account owner

   Team members are added by the account owner.

2. 2

   Add the person

   Add them as a team member.

3. 3

   Choose their sections

   Pick the sections of invtri this person can see. Give each person the sections their work needs.

4. 4

   Let them sign in

   Each person has one active login at a time.

Keep every sign-in secure

• Two-step sign-in: every sign-in can be protected with a code we email you or one from an authenticator app.
• Sign-in passwords are never stored in plain text.
• Your connection to invtri is encrypted (HTTPS).

See Two-step sign-in for how it works.