How to invite a teammate, and what they can see
The account owner invites teammates from Company › Team after checkout. Teammates see progress and permitted papers and can answer our team's requests; signing and the full tax ID stay with the owner.
On this page
Teammates can follow your company and help with our team's requests. Signing forms, the full tax ID and the team itself stay with the account owner.
Before you start
You can invite teammates once checkout for the company is done. Only the account owner can invite or remove people.
Steps
- Select your avatar or initials at the top right, then Team. You can also open Company and select the Team tab.
- Under Invite a teammate, enter Their email.
- Select Send invite.
They get an email titled "You're invited to" your company "on Incorpify". They sign in or create an account with that same email address and select Accept and join. The link works once.
Manage invites and people
- Invites not yet accepted shows "Waiting for them to accept." or "This link no longer works. Send a new invite."
- Select Cancel invite to withdraw one.
- Select Remove next to a teammate to take them off the team.
What teammates can and can't do
| Teammates can | Only the account owner can |
|---|---|
| See the company's progress | Sign forms, such as Form SS-4 |
| Open the certificate, operating agreement or bylaws, and receipt | Copy the full EIN and open the tax ID letter, signed forms and mail |
| Reply to our team's requests | Edit the order, choose new names, resume payment |
| Get company emails: order placed, state filing done, company formed | Invite or remove teammates, upload papers |
If an invite doesn't work
- "This invite is for a different email address." Sign out, then sign in with the email the invite went to.
- "This invite link no longer works." Ask the account owner to send a new one.