Matthew

Matthew

Last updated on Sep 15, 2026

This article is for Managers and Billing users who are setting up their organization. If you're on a Family Plan, you can invite Guests but not Staff or Managers.

Inviting is done on the website, not in the mobile app.

Add someone

  1. Open Manage Team from the gear menu.
  2. Click Add New Team Member.
  3. Fill in their name and email, pick a Role (Staff, Manager, Guest, or Billing), a Title, and permissions.
  4. On the right, choose groups (Staff) or profiles (Guest). Managers and Billing users can see every profile already.
  5. Click Save. BEHCA emails them a Get Started link that is valid for 7 days.

The full walkthrough — including existing BEHCA accounts, promoting someone already on the team, and Family Plan limits — is Adding a team member.

What each role can see and do is in Understanding roles. If the invite expires or never arrives, see Resending or extending invitations. What they'll see when they open the email is I was invited — how to accept.

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