Steps
Settings → Team.
Enter their email address under Invite by email.
Choose a role — see Roles and permissions. The line under the picker says what that role can do.
Send invitation.
They get an email with a link. Following it, they either sign in or create an account, and are then a member of your organisation.
What they can do straight away
Whatever their role allows, across every site in your organisation — that is the default for a new member.
To narrow it, open their row in the team list and click Change next to their site access. See Roles and permissions.
If someone only needs to read the numbers, a share link is still the better answer: no account, no seat, and scoped to one site.
Pending invitations
An invitation appears in your team list as pending until it is accepted.
It expires. An unaccepted invitation stops working after its expiry, and you re-send it.
You can cancel it before it is accepted.
The link is single-use and only the emailed address can accept it.
A pending invitation counts against your seat limit. Three invitations out and one accepted member is four seats used, not one. Cancel invitations that are not going to be accepted.
Seat limits
| Tier | Seats |
| Starter | 1 — you, alone |
| Pro | 30 |
Starter has one seat, which is you. You cannot invite anyone on Starter. If you need a colleague signed in, that is a reason to move to Pro — but check first whether a share link does what you need, because it costs nothing.
An invitation that would exceed your limit is refused with an upgrade prompt rather than partially succeeding. See Seat limits.
They already have a TrueStat account
Fine. Following the invite adds your organisation to their account. Accounts can belong to more than one organisation, and they switch between them.
Their existing sites and billing are not affected, and your billing is not affected by anything on their side.
Changing someone's role later
Team list → the member → change role. It takes effect immediately, on their next request.
Only the owner can do this, and the owner's own role cannot be changed — that would leave the account without anyone able to run it.
What an invited member can see
Everything the role allows, including:
The full dashboard and history for every site they have access to
Site settings and exclusions
Not your plan, card or invoices — billing is owner-only
Not the team screen's controls — inviting and site access are owner-only
They cannot see other organisations you belong to.