Invite someone to your team

To add someone to your Locally 360 account, open Team, type their email under Invite someone, choose a role, and press Send invitation. The invitation is good for 7 days. Everyone signs in with their own login.

Steps

1. In the sidebar, open Team.
2. Under Invite someone, fill in Email and choose a Role.
3. Press Send invitation.
4. They open the email and press Accept invitation. Someone who already has a Locally 360 login signs in with it to accept.

Which role to choose

• Maintainer works on the website: pages, photos, the business profile and the domain, and can see reports. A Maintainer has no billing, team, invoices, jobs or lead inbox.
• End client owner has the same access you have, billing included.

What happens next

Until they accept, the invitation shows under Waiting invitations. Then they’re listed as a member. To take someone off the account, press Remove.