Steps
Go to Settings > Users
Add team members by email, set role and permission level, assign to specific transactions
Choose permission level:
- Super Admin: full access + buy credits
- Admin: full access, no credits
- User: view assigned transactions only
Manage existing users, modify permissions, remove or deactivate
Important for Admin users
Even with full access permissions, you must be added as a collaborator on a transaction to interact with it (view details, add tasks, send emails, etc.).
Go to the transaction's Details tab and add yourself as a collaborator if you need to work on it.