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Documentation Index

Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt

Use this file to discover all available pages before exploring further.

MERIT uses seats to control who can edit a company workspace. Seated members have full workspace access for normal collaboration. Members without a seat remain read-only until the company owner assigns access. Owners and admins can create invite codes from Company settings. The company owner manages subscription seats from Billing.

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Inviting a teammate

1

Go to Company settings

Click Settings in the left navigation and select the Company tab.
2

Find Team Invitations

Scroll to the invite-code section. Choose the code settings and select Generate Invite Code.
3

Share the code

Copy the invite code or invite link and send it to your teammate through your normal communication channel.
4

Teammate joins

Your teammate goes to meritmatch.io, signs up, and enters the invite code when prompted. MERIT adds them to your company workspace when the code is valid and your workspace has capacity.
5

Review seats

If you need to adjust access later, the company owner can open the Billing tab and assign or remove seats.

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Full Access And Read-Only

Seat changes are handled by the company owner from the Billing tab.
In general:
  • Full access members can collaborate in editable workspace areas, including pipeline and pursuit work.
  • Read-only members can view workspace information but cannot make paid-workspace edits.
  • Owner/admin controls are separate from seat access. Administrative actions such as creating invite codes, managing company-level access, and billing changes depend on your company role.

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Seat limits by plan

Each plan includes a set number of seats. Check the Billing tab to see your current seat count, how many seats are in use, and whether more seats are available. The owner’s seat cannot be removed. If you need more seats than your current plan allows, upgrade from the Billing tab.

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Managing invite codes

The invite-code list in Company settings shows existing codes, their status, and their usage. Depending on your role, you can copy an invite code, copy an invite link, deactivate a code, or delete old codes. Invite codes can be limited by expiration or number of uses. If a teammate cannot join, check that the code is still active and that your workspace has available seat capacity.

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Removing seat access

Seats can be revoked from the Billing tab by selecting Remove seat next to a member’s name. This changes the member to read-only access; it does not remove their account from MERIT.