Inviting Team Members

How to Invite Users

Only Admins and Owners can invite new team members to an organization.

Sending an Invitation

1. Go to Settings → Users
2. Click the Invite User button
3. Enter the person's email address
4. Select their role (Admin, Member, or Viewer)
5. Click Send Invitation

The invitee will receive an email with a link to join your organization.

What Invited Users Experience

When someone receives an invitation:

1. They click the link in their email
2. If they don't have an account, they'll create one
3. If they already have an account, they'll sign in
4. They're automatically added to your organization

Managing Pending Invitations

In Settings → Users, you can see all pending invitations with options to:

• Resend: Send the invitation email again
• Cancel: Revoke an invitation before it's accepted

Invitation Expiration

Invitations expire after 7 days. If someone hasn't accepted by then, you'll need to send a new invitation.

Tips for Smooth Onboarding

• Let people know to check their spam folder if they don't see the email
• Consider adding approved email domains for frictionless joining
• Share a quick overview of how your team uses the platform