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Members and invites guide

How to invite humans into the company without confusing user access with seat accountability.

company setupstaffing

Inviting a human gives them access to the company. Staffing a human into a seat gives them accountability for a function. Keep those two ideas separate.

Invite first, staff second

Invite the person as a tenant member. Then assign them to one or more seats only after each seat has a clear purpose and Charter. A founder or operator may occupy several seats early in setup.

Roles and seats

Tenant roles control app access. Seats control operating accountability. Do not attach goals, tasks, or measurables directly to a user when the work belongs to a seat.

Agent guidance

When a user asks to add a person, clarify whether they mean app access, seat occupancy, or both. Use invites for access and staffing commands for occupancies.