Getting started and inviting people

Updated 3 October 2026

Create your account

1. Go to Start free trial.
2. Enter your name, email address, company name, country and a password of at least 12 characters. A first team name and a phone number are optional.
3. Tick the box to accept the Terms of Service and Privacy Policy, then select Create company account.
4. Open the link in the email we send you to verify your address. The dashboard opens once it is verified.

Your free trial lasts 30 days and needs no credit card. You are the account owner and the owner of your first company (called an organization in the app).

Invite people

1. In the sidebar, open Team → Members. Owners and admins can see this page.
2. Under Invite a member, enter their email address and choose a role: Admin or Member. Only an owner can invite an admin.
3. Select Send Invitation. They get an email with a link to join.

Invitations expire after 7 days. You can see and cancel them under Pending invitations. To give someone client access, invite them as a member, then change their role under Current members to Client, Client (View Only) or Client (No Chat).

What each role can do

• Owner and Admin: everything, including all projects, members and time reports.
• Member: sees the projects they are added to, creates projects and tasks, comments and logs time.
• Client roles: see what you share with them. View Only cannot comment; No Chat cannot use discussions.

Owners and admins can change what each role may do in Settings → Roles & permissions.

More than one company

The account owner can add companies in Team → Organizations → Create Organization. To switch, click the company name at the top of the sidebar and pick another. Each company keeps its own members, projects and reports. Your plan sets how many companies you can have.