--- title: Adding team members description: Invite other team members to your B12 account and manage their access. --- [Skip to content](https://support.b12.io/en/add-team-members#main-content) ![b12 logo](https://support.b12.io/hubfs/b12%20logo.svg) - [Help Center](https://support.b12.io/) - [B12 Website](https://www.b12.io/) - [AI Website Prompts](https://www.b12.io/ai-website-prompt-gallery) - [Resources](https://www.b12.io/resource-center/) - [Pricing](https://www.b12.io/pricing/) - [Log in](https://b12.io/dashboard/) Open main navigation Close main navigation - [Help Center](https://support.b12.io/) - [B12 Website](https://www.b12.io/) - [AI Website Prompts](https://www.b12.io/ai-website-prompt-gallery) - [Resources](https://www.b12.io/resource-center/) - [Pricing](https://www.b12.io/pricing/) - [Log in](https://b12.io/dashboard/) - [Start for free](https://b12.io/signup/) [Start for free](https://b12.io/signup/) How can we help? - There are no suggestions because the search field is empty. 1. 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[Multi-user](https://support.b12.io/en/account-billing?hsLang=en#multi-user) # Adding team members ## Learn how to invite other team members to your B12 account and manage their access. | ![static.intercomassets.comavatars337561square\_128Meredith\_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified](https://support.b12.io/hs-fs/hubfs/static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png?width=60&height=60&name=static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png) Written by: Meredith Last updated: 11 Jul., 2026 |   | Client engagement access requires an active  [Client Engagement seat](https://support.b12.io/en/client-engagement-and-seats?hsLang=en). | | --- | --- | --- | Team is a user management feature that enables you to invite other team members to your B12 account and manage their access, allowing them to collaborate, delegate, and run their business more easily in a shared space. ### Adding team members 1\. In the left sidebar menu, click ` Team`. 2\. To add someone new, click ` Invite team member`. ![](https://support.b12.io/hs-fs/hubfs/image-png-Sep-04-2025-01-51-11-4867-PM.png?width=670&height=174&name=image-png-Sep-04-2025-01-51-11-4867-PM.png) 3\. Enter the team member’s first name, last name, and email address.  - Check the boxes for the permissions you want to grant, such as: - Website access - Manage account & billing - Client engagement access At least **one** permission is required to send the the invite. - If needed, click Add seat to purchase access for an additional user. ![](https://support.b12.io/hs-fs/hubfs/image-png-Mar-10-2026-04-59-58-2241-PM.png?width=250&height=398&name=image-png-Mar-10-2026-04-59-58-2241-PM.png) 4\. Click `Send invite` to confirm. Your invited team member will receive an invitation to your B12 team after you click the `Send invite` button. They will be displayed in your team list with an **Invite sent **status. ![](https://support.b12.io/hs-fs/hubfs/image-png-Nov-13-2025-07-07-26-2350-PM.png?width=669&height=192&name=image-png-Nov-13-2025-07-07-26-2350-PM.png) Invited team members will be prompted to fill in a password to complete the account creation process. You will receive an email notification when the team member accepts your invitation.  ### Troubleshooting Steps #### Error when sending an invite Currently, if an email address is already being used with another account, you cannot invite that user as an additional account. As a workaround, we suggest the following: - - Check with those whom you’re going to invite to see if they’ve ever registered with B12 before you send them an invite. - If they have, use an alternative email to invite them, or augment the email they have (ie, add a +1 or something after the address → so *sample@gmail.com* becomes *sample+1@gmail.com*). - This will be counted as a new email in our system, but it will still send information to their original address. (Not all email providers support this feature.) #### Error when accepting an invite If you encounter an error accepting an invite, try the following steps: 1\. Open the invite link in an Incognito or Private browsing window. 2\. Have the account administrator re-send the invite email. If  you or the person you’ve invited is encountering issues, they can contact our Customer Success team at [hello@b12.io](mailto:hello@b12.io) or use the Live Chat to reach a live support specialist during support hours or leave a message after hours.  ### Changing a team member's permissions 1\. Click on the team member row in the table. 2\. Select or deselect specific permissions. ![](https://support.b12.io/hs-fs/hubfs/image-png-Nov-13-2025-07-10-40-0327-PM.png?width=250&height=275&name=image-png-Nov-13-2025-07-10-40-0327-PM.png) 3\. Click `Save permissions`. ### Resending or cancelling team member invitation 1\. Click on the team member row in the table. 2\. Click on the `` **gear icon** and select `Resend invitation` or `Cancel invitation`. ![](https://support.b12.io/hs-fs/hubfs/image-png-Nov-13-2025-07-31-46-1971-PM.png?width=250&height=295&name=image-png-Nov-13-2025-07-31-46-1971-PM.png) 3\. A confirmation window will display. Click the `Continue` button. ### Deactivating a team member 1\. Click on the team member row in the table. 2\. Click on the `` **gear icon** and select `Deactivate`. ![](https://support.b12.io/hs-fs/hubfs/image-png-Nov-13-2025-07-30-14-5863-PM.png?width=250&height=296&name=image-png-Nov-13-2025-07-30-14-5863-PM.png) 3\. A confirmation window will display. 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