Home Help How can I add someone to my plan?

How can I add someone to my plan?

Ready to bring a teammate into Typedesk? Here's how.

Adding each person to the plan gives them their own account and lets you manage their role separately.

Open your account preferences

Open the main menu and select Preferences.

Open the Users section

Select Users, then open the Invite users tab.

You can also use this area to see current users and pending invitations.

Enter the invitation details

  1. Enter one or more email addresses.
  2. Choose an account role.
  3. Optionally, select folders the person should be able to access.
  4. Select Send invitation email.

The current account roles are:

  • User: Can maintain personal templates and share folders with the team.
  • Manager: Can add or remove users from the plan.

The person who owns the account or plan has the Owner role.

Selecting folders during the invitation is optional. You can share folders and manage their permissions separately later.

And that's it! The invitation is on its way.


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