Frequently Asked Questions

How do I invite a team member?

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 a Basic Employee, Business Partner, or Contractor.


Here’s how each set of permissions can be used:


Business Partners

Comes with full access. Business Partners are those you consider key decision makers that need access to your account. They can be accountants, partners, or even secondary admins for example.


Basic Employees

Comes with limited access. Basic Employees are useful if you have team members helping you manage aspects of your business, like tracking time and expenses, but don’t need full access.


Contractors

Comes with a separate FreshBooks account. Contractors also get shared information like Projects you’ve invited them to. Contractors are useful if you only need them to track their time and Invoice for it after.

Tip: If you need to know what each set of permissions can or can’t access, check out this handy table here.

 

Send an Invite

There are three ways you can invite a team member to join your account:

Dashboard

  1. Click on Dashboard from the left-side menu
  2. Click on the Invite button
  3. Select either Business Partner, Basic Employee or Contractor
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Then click Send Invitation. Your team member will receive an email with instructions to log in.


My Team

  1. Click on Dashboard from the left-side menu
  2. Click on the Invite button
  3. Select either Business Partner, Basic Employee or Contractor
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Then click Send Invitation. Your team member will receive an email with instructions to log in.


Projects

Note that this method does not allow you to add a custom message to the email before the invite is sent:

  1. Click on the Projects section
  2. Click on an existing Project, then the Edit button (or the + New Project button for a new
  3. Project instead)
  4. Click on the Invite an Employee button, or the Invite a Contractor button
  5. Enter the email address
  6. If you selected Invite an Employee earlier, next to the email field, select Business Partner or Basic Employee from the dropdown
  7. Click Done
  8. 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.

 

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