As a Business Owner, working with others in FreshBooks is as easy as inviting them to join your account. Keep productivity and collaboration going by inviting your Team Member as either an Admin, Employee, Contractor or an Accountant.
Send an Invite
First, review your current subscription to check if you have enough Team Member seats. If not, you can upgrade to add the Team Members add-on or to adjust the total number of Team Members using the upgrade steps here.
Once your plan is upgraded and you have available Team Member seats, choose one of three ways to invite a team member to join your account:
Dashboard
- Click on the Dashboard section
- Click on the Invite button
- Select either Admin, Manager, Employee, Contractor or Accountant
- Enter the First Name and Last Name of the Team Member
- Then enter the Email address in the To: field, and add a personal message if needed
- Then click Send Invitation. Your team member will receive an email with instructions to log in.
My Team
- Click on the My Team section
- Click on the Invite button
- Select either Admin, Manager, Employee, Contractor or Accountant
- Enter the First Name and Last Name of the Team Member
- Then enter the Email address in the To: field, and add a personal message if needed
- Then click Send Invitation. Your team member will receive an email with instructions to log in.
Projects
- Click on the Projects section
- Click on an existing Project, then the Edit button (or the + New Project button for a new Project instead)
- Click on the Invite an Employee button, or the Invite a Contractor button
- Enter the email address
- If you selected Invite an Employee earlier, next to the email field, select Admin, Manager, or Employee from the dropdown
- Click Done
- Then click Save to finish your changes to the Project. An email will automatically be sent.
Once you've invited your team member, feel free to send them a link to their Getting Started guide here.
Manage Team Members
All invited and accepted Team Members can be found in the Team Members section.
- Hover over any accepted Team Member to quickly perform any of these actions:
![Quick actions bar with two buttons over a team member row.]()
- Edit - Click on the pencil icon and you’ll be taken to the edit screen of the Team Member's profile where you can adjust and save afterwards
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Delete - Click on the trash can icon to delete the Team Member. You can view all deleted Team Members by clicking on the View Deleted Team Members button at the bottom of the list
- Check off the boxes next to any Team Member, click on the Bulk Actions button and select Delete or Resend to re-send the invitation to them
FAQs
How do I remove or delete a Team Member?
Follow the steps here to delete a Team Member. Once you've deleted a Team Member that you are not planning to replace with a different Team Member, you'll also need to downgrade your account to remove the empty Team Member seat.
Can I restore or undo a Team Member that I deleted?
Team Members can be undeleted with the steps here.