Invite team members and set permissions

Invite teammates from Settings, then Teams (https://app.happlicant.com/settings?tab=teams), and give each person either the Owner or Team Member access level. Invited people do not request their own account: they sign in through the invitation link you send them.

Invite a team member

The account administrator adds team members. You pick the person's access level during the invite, so decide between Owner and Team Member before you start.

1. Open Settings, then Teams.

2. Click Add Team Member.

3. Enter the member's name and email address.

4. Choose the access level: Owner or Team Member.

The invited member receives the invitation link by email and signs in through that link. No separate account request is needed.

What each access level can see

Owner gives full access. Team Member gives partial access: a Team Member cannot view clients, placements, or settings.

Use Team Member for people who should not see your clients, placements, or settings, and reserve Owner for people who need full control.