Contents
Go to Team Management, press Invite Member, enter their email and role, and press Send Invitation.
Where: Invite a team member
- Open Team Management (Team in the top bar; Team Management in the menu on a phone).
- Press Invite Member.
- Enter the Email Address and choose a Role. See Team roles.
- Add a Personal Message (Optional) if you like, and press Send Invitation.
- They open the email and join. Until then they show under Pending Invitations, with Resend and Cancel.
Watch out: at your plan's user limit the form is replaced by "Plan user limit reached". The owner upgrades on the web; the apps cannot.
Users per plan
| Plan | Users |
|---|---|
| Free | 1 (the owner) |
| Professional | 2 |
| Team | 4 included, more for a monthly fee each |
Team Management shows how many your plan includes and how many are active. See Plans and billing.
How joining works
- New to Chippie: the invitation link signs them up and adds them to your business.
- Already on Chippie: the invitation shows on their My Account page under Pending Invitations with Accept.
- Asking to join: they search on Join a business; you see a badge on Join Requests and press Approve with a role, or Deny.
Invitations expire after 7 days. A seat is taken when someone joins, not when you invite.
Managing people
On Team Management each person's Actions menu has their permissions, Suspend / Activate and Remove. Change a role with the role picker on their row.
Common questions#
How do I add an employee?
Team Management, Invite Member. Enter their email, choose a role, and press Send Invitation. They get an email to join.
Why can't I invite anyone?
Your plan's users are full, so the page shows "Plan user limit reached" instead of the form. Free has 1 user (you), Professional 2, Team 4 plus paid extras. The owner can upgrade on the web.
Why is there no Invite Member button?
Only the owner and Managers can invite people. Ask the owner.
My invite isn't working in the iPhone app.
If your plan is full the app says so but cannot upgrade. The owner changes the plan on the web at chippieapp.com, then the invite works. See [Plans and billing](/docs/plans-and-billing).
How long does an invitation last?
Seven days. Resend or cancel it from Pending Invitations on Team Management.
I sent two invites but only have one free seat.
An invitation does not hold a seat. Whoever accepts first joins; the other is refused until a seat frees up.
My employee already has a Chippie account.
Invite their email as normal. They see the invitation under Pending Invitations on their My Account page and press Accept.
Can someone ask to join my business?
Yes. They search for it on [Join a business](/auth/business-join). You approve them under Join Requests on Team Management.
How do I remove someone?
Team Management, the person's Actions menu, Remove (or Suspend to pause their access).