Invite members and understand Profile roles

Choose a role for the work someone needs

Each person signs in with their own account. Inviting someone makes their account a member of the selected Profile; it does not share your login.

• Owner: the Profile’s owner, with ownership-transfer and Profile-deletion controls.
• Admin: manages the Profile and its business activity, including member and invitation administration.
• Contributor: works on the Profile’s products and orders where the workflow allows; does not receive Profile administration access.
• Viewer: views permitted business details without participating in those transactions.

A role does not bypass verification, signing-authority or workflow requirements. Choose the access appropriate for that person.

Invite a member

1. Open Profiles under Account & Help, select the intended Profile and open Members.
2. As the Owner or an Admin, choose Invite Member.
3. Enter the recipient’s email address and select Admin, Contributor or Viewer.
4. Send the invitation and ask the recipient to open the invitation email.

The recipient signs in or creates their own account, reviews the invitation page and accepts it. An invitation does not become a membership until acceptance succeeds.

Manage pending invitations

In the invitations list, use the available invitation actions to resend, change the invited role or revoke an invitation. Revoking an invitation prevents it from being used to join; it does not remove an existing member.

If the invitation is invalid, expired, revoked or already used, ask an Owner or Admin to check the pending invitation and send a fresh one if needed. If you are already a member, another invitation does not change your existing role—an Owner or Admin should update the member role instead.

Change roles or remove members

Use the action menu beside an existing member to change their role or remove their membership when your permissions allow it. Check that you are working with the correct Profile and person before confirming.

Only the Owner can transfer ownership. For leaving or transferring, see Leave a Profile, transfer ownership or delete it.

If you cannot join or invite

If Invite Member or a member action is missing, check your role with the Owner or an Admin. An account can belong to at most 30 Profiles in a single scope; the Partners app has its own scope. At that limit, review memberships before accepting another invitation.

The invitation must belong to the Partners app. Contact Support if the Profile should be available but the invitation still cannot be accepted.