Invite team members
1
Open Members
Open Settings, choose Members, and click Invite.
2
Add each person
Enter their Email, then choose a Role and a Seat type. New rows start as Member and Standard. Click Add a team member to invite several people at once.
3
Review and confirm
Click Next, check the summary, and click Confirm. Each person gets an email invitation.
Roles
Seat types
A common setup: an advisor on a Standard seat captures the meeting and shares it with their assistant with edit access. The assistant tidies the summary, completes the tasks, and syncs everything to the CRM.
The Seat Type column and the Assistant option appear only on plans that include Assistant seats.
Change a role or a seat
Click the three-dot menu on a member’s row and choose Update role or Update seat type, then click Update. Moving someone from Standard to Assistant stops them from capturing meetings. Moving someone to Standard lets them capture right away, and on Pro, create Pages. Seat changes adjust your bill.Remove a member
1
Choose Remove from organization
Click the three-dot menu on their row and choose Remove from organization.
2
Decide who keeps access to their work
Their meetings and data stay in Continuum. Choose Share with organization to give everyone access, or Admins only.
3
Confirm
Click Yes, Remove. They lose access to your organization.
Pending invitations
An invited person shows as Invited until they accept. From their row, choose Resend invitation or Revoke invitation.Limitations
- Only admins can invite, change, or remove members.
- Assistant seats are available only on plans that include them.
- An Assistant seat cannot capture meetings or edit Pages, even with edit access to a Page.