# Invite and Manage Your Team

Add teammates to your GetAccept workspace and manage their access levels.

June 1, 2026

# Step 1: Locate Manage Users

Click your **profile image** in the top-right corner → select **Settings** → then choose **Manage users** under _Entity settings._

Here you’ll see all active users connected to your entity, their roles, seat usage, and login activity.

You can also:

- Add or remove users

- Edit contact details or roles

- Monitor seat usage across modules ( _Full Suite, Contract Room, Deal Room_)

Admins can manage users for their own entity and any connected sub-entities.

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# Step 2: Invite a new user

Click **Invite user** in the top-right corner.

1. Enter the **email address** of the person you want to invite.

2. Select their **User role**:
   - **Administrator**, Full access, can manage users, settings, and billing.
   - **Manager**, Can manage templates and team content.
   - **User**, Can create, send, and track documents.

3. Choose the **module access**:
   - **Full Suite** → includes all core features
   - **Contract Room** → for contract workflows
   - **Deal Room** → for collaborative Deal Rooms

4. (Optional) Toggle **Send verification email** if you want them to confirm their invite manually.

Click **Invite** to send the invitation.

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# Step 3: Review and manage existing users

After inviting, the user will appear in your list with a **status** (e.g., _Active_, _Pending_).

You can:

- Edit their role or seat allocation

- Deactivate or remove users no longer part of your team

- Add new seats by clicking **Add seats**

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# Step 4: Check seat usage

Locate to **Subscription and billing** if you need to add more seats to invite users:

- Your **subscription plan**
- **Seats used per module**
- Remaining available seats

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# Step 5: Next steps

Once your teammates are added:

- Encourage them to set up their **profile photo** and **bio**
- Create your **company templates** so everyone can start sending documents

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