A company's owner contact sees a Team page in their portal. From it they can invite colleagues, and choose what each can see.

1. 1

   Open Team in the portal

   Enter a teammate's name and email.

2. 2

   Choose a role

   Billing (invoices, proposals, contracts) and/or Work (projects, tasks, files, messages). No role means no billing or work access until one is assigned.

3. 3

   Send the invite

   The new contact gets the usual 24-hour invitation.

• Roles available are the ones you've set up for that company. Creating custom roles needs the Advanced plan. See Contact roles and permissions.
• You see every contact they add under that client's page in the CRM.
• Only the owner contact sees the Team page.