Chasing paperwork is rarely one person's job, and it shouldn't be one person's inbox either. Adding teammates means alerts reach everyone who can act on them.
-
Open Settings → Members
Settings → the Members tab.
-
Send the invitation
Click Invite a teammate and enter their email address.
-
They accept
They get an invitation email. Once they accept, they see the same contractors, documents and alerts you do.
Owner and member
| Owner | Member | |
|---|---|---|
| Contractors and documents | Yes | Yes |
| Send requests, upload, export | Yes | Yes |
| Settings and requirements | Yes | Yes |
| Billing and plan changes | Yes | No |
The split is deliberately simple: everyone can do the work, only owners can change what you pay. Nobody is blocked from filing a certificate because of a permission.
Everyone gets the alerts
Expiration alerts and the weekly summary go to every member. That's usually what you want — the whole point is that a lapse doesn't sit unnoticed in one person's inbox while they're on holiday.
Note
Removing someone
Remove them from the Members tab. They lose access immediately; everything they did stays in the Activity Log under their name, which is what an audit trail is for.