Invite colleagues to your team
Create an invitation for a phone number and have the colleague accept with their own account.
Check the plan and invitation rights
Inviting ordinary colleagues requires an active team plan with available customer seats. The owner or an administrator with member-management rights opens “Members & invitations”, available in Settings on web and desktop.
Use “Invite service staff” for official CaiGeek finance staff so they are not treated as ordinary customer seats.
Create and send the invitation
Choose “Invite a colleague”, enter their phone number and select the appropriate role. Choose “Read-only member” when they only need to view content. The owner can grant administrator status when needed.
Select “Generate invitation link”, copy it and send it to that colleague. After they accept with their own account, check their status in the member list.
Provide the needed content access
Files already shared with all members become available to new members. Other files need explicit sharing. Joining alone does not expose private chats, unshared originals or platform-login management rights.
When someone leaves, disable or remove them in the member list and review team materials and scheduled work that need handover. Revoking access and changing the billed seat count are separate actions.