Inviting Team Members
Invite teammates by email with the right role — Owner, Admin, Editor, or Viewer.
Invite colleagues, accountants, or investors to your ForezynPlan workspace — each with the appropriate level of access.
Sending an invitation
Go to Settings → Team Members → Invite. Enter the person's email address. Select their role (Admin, Editor, or Viewer). Optionally add a personal message. Click Send Invitation.
What happens next
The invitee receives an email from support@forezynplan.com with a link to accept the invitation. If they already have a ForezynPlan account, they're added directly. If not, they'll be guided to create a free account.
Pending invitations
Invitations that haven't been accepted yet appear in Settings → Team Members → Pending. You can resend or cancel a pending invitation from this list.
Viewer seats are free
You can add unlimited Viewers at no extra charge. Viewer seats do not count against your plan's seat limit. Only Admin and Editor seats are counted.
Inviting your accountant
Give your accountant Viewer access to share your model without allowing edits. They can log in and view all reports without needing a paid seat.