How do I invite a colleague to Infine Connect?

You can invite colleagues to Infine Connect to help review, complete or check requested data.

Adding teammates is free. There is no per-seat charge.

Invite a colleague

1. Go to the Company data page.
2. In the left-side menu, open Your team.
3. Select Invite a colleague.
4. Enter the colleague’s email address.
5. Choose their role.
6. Select Send invitation.

Your colleague will receive an invitation by email.

Choose the right role

When inviting a teammate, choose the role that matches what they need to do.

• Admin: can invite team members, remove members and change roles. They can also review, enter and edit data.
• Editor: can enter and edit data.
• Viewer: can read data, but cannot make changes. 

Manage your team 

You can manage your team from Your team. Go to the Company data page and in the left-side menu select Manage your team.

In this view, you can:

• see active team members and their roles
• invite another teammate
• remove team members
• view pending invitations
• resend an invitation
• revoke an invitation   

Need help?

If you have trouble inviting a colleague or managing your team, please contact Infine support.