Who we've invited and who's in — clients, partners, and the team. The record of access across every dashboard.
Internal · Not for client distribution
✏️ Live-editable. Click any field to type. Click the Role and Status pills to cycle them. Invite opens the welcome-email letter (auto-filled) for you to review, add a personal note, and send from your inbox — then mark them Invited. (Judy prepares it; you approve + send.) Saves + syncs automatically.
Not invited Ready to send Invited Accepted Logged in