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Final step in Set up Daylit: invite teammates and assign account owners.
The Team settings page gives you a full view of who has access to your Daylit workspace and lets you invite new members. You can also see pending invitations, resend or revoke them, and manage a directory of internal contacts at your company. Go to Settings → Team to get started.

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View current team members

The Members tab shows everyone who currently has access to your Daylit workspace. For each member you can see their name, email address, role, status (active or inactive), and the date they joined. If your account is associated with multiple companies, you select the active company when you log in. Each company has its own member list.

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Invite a new team member

1

Open the invite dialog

Go to Settings → Team and click Invite Member in the top-right corner of the page.
2

Select a role

Choose the role you want to grant the new member. The role determines what they can see and do in Daylit.
3

Enter their email address

Type the email address of the person you want to invite, then click Send invite.
4

Invitation is sent

Daylit sends an invitation email to that address. The invitation appears in the Invitations tab with a Pending status until they accept.
After the invited person accepts, they move from Invitations to the Members tab.
If an invitation for the same email address already exists, Daylit refreshes it and resends rather than creating a duplicate.

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Manage pending invitations

Switch to the Invitations tab to see all pending and expired invitations. Each row shows the email address, status, role, sent date, and expiry date. To resend an invitation: Click Resend next to any invitation with a Pending or Expired status. Daylit extends the expiry and delivers a new invitation email. To revoke an invitation: Click Revoke next to any Pending invitation. This cancels the invitation immediately. The person will not be able to use any previously delivered invitation link.
If a teammate says they didn’t receive an invitation email, use the Resend button rather than creating a new invitation.

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Assign customer owners

Jobin (AR manager) assigns AR Owner on accounts that need hands-on outreach — for example Mesa Valley Construction and Redwood Chemical Supply. Ownership routes Inbox escalations and Next Step drafts to the right person on his team. You can assign any team member as the owner of a customer account. Customer ownership helps route collection tasks and communications to the right person. To assign an owner from the Customers table:
  1. Go to Customers in the left sidebar.
  2. Find the customer you want to assign — for example Mesa Valley Construction — and open their detail page.
  3. In the customer details panel, select the team member from the AR Owner field.
You can also set the owner directly from the Customers table using the owner column.

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View your own profile

Your own membership entry appears in the Members tab. It shows your name, email, role, and join date — the same information visible to other members of your workspace.

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Team directory

Below the app access section, the Team Directory lists all internal contacts at your company. This includes:
  • Team members who have Daylit app access (synced automatically when they connect their email)
  • Contacts you add manually by clicking Add Contact
You can edit or delete manually-added contacts. Contacts synced from a connected email account can only be hidden, not edited or deleted, since they are managed by the email sync.
The Team Directory is for your internal team — these are not customer contacts. Customer contacts are managed from the Customers section.

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Multi-company accounts

If your login is associated with more than one company, you choose which company you’re working in at the time of login. Team members, integrations, labels, and data are scoped to the selected company.

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Troubleshooting

Open the Invitations tab and click Resend next to the pending or expired invitation. Ask the teammate to check spam or quarantine folders if the email still does not arrive.
Confirm they selected the correct company at login. Team members, integrations, labels, and data are scoped to the selected company.
Confirm the person is an active member in Settings → Team. Only active workspace members can be assigned as customer owners.
  • Quickstart — Complete the first-time setup flow.
  • Connect integrations — Connect accounting, email, CRM, and SFTP data sources.
  • Labels — Create labels your team can use to organize customers and invoices.
  • Manage customers — Assign customer owners and review account details.
  • Inbox — Review routed collection actions and ready sequence steps.
Finished this path? Return to Start Here or continue exploring the help center.