Adding Team Members

Invite new team members to join your organization and start collaborating.

Inviting Team Members

To invite a new team member:

1. Navigate to Settings → Team Management
2. Click the Invite Team Member button
3. Enter the email address of the person you want to invite
4. Select their role (Owner, Admin, User, or Billing)
5. Optionally add a personal message
6. Click Send Invitation

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

Email Invitations

Invitation emails include:

• Invitation Link: Secure link to accept the invitation
• Organization Name: Name of the organization they're being invited to
• Inviter Name: Name of the person who sent the invitation
• Role Information: The role they'll be assigned upon acceptance
• Expiration Date: When the invitation expires (typically 7 days)

Note: Invitation links are unique and can only be used once. If an invitation expires, you'll need to send a new one.

Role Assignment

When inviting a team member, you must assign a role:

• Owner: Use sparingly - only for organization founders or co-owners
• Admin: For team leads and managers who need to manage members and content
• User: Standard role for most team members
• Billing: For finance team members who need billing access only

Tip: You can change a member's role after they join if needed. Start with a more restrictive role and upgrade if necessary.

Invitation Management

Manage pending invitations:

• View Pending Invitations: See all invitations that haven't been accepted yet
• Resend Invitations: Send a reminder email to pending invitees
• Cancel Invitations: Revoke invitations that are no longer needed
• Invitation Status: Track whether invitations are pending, accepted, or expired

Access invitation management from Settings → Team Management → Pending Invitations.