Invite a Staff member

Before you start: You need permission to access firm settings and an available staff seat.

Open Team settings

1. Select Settings in the sidebar.
2. Open the Team tab, then select Invite.

Enter the invitation

1. Enter the staff member’s Email address.
2. Choose their Role and Tier. Select + Add another to invite more than one person.
3. Select Send invitations.

What happens next

Cheku adds the person to the Team list with an Invited status and a Standard Firm Permission Role. If email delivery succeeds, they receive the invitation; otherwise, Cheku shows a warning and you can select Resend from their row. Change their Firm Permission Role later from Team when needed.

Related

• Manage Staff roles, tiers and invitations
• Manage your subscription and seats