Invite team members

Add colleagues to your organization and assign appropriate roles.

Who can invite members?

Only Organization Owners can invite new team members.

Steps to invite

1. Go to Company Settings > Team Members.
2. Click Add Member in the top-right.
3. Fill the invitation form: • Email Address (Required) • Role – choose Owner, Admin, or Member
4. Click Send Invitation.

What happens next?

1. An invitation email is sent to the person.
2. They receive a secure link to accept the invite.
3. The invite is valid for 7 days.
4. Once accepted, they join your organization.

Managing pending invites

View pending invitations in the Team Members section:

• Status shows "Invited" until accepted
• Resend invitation if needed (coming soon)
• Cancel unused invitations (coming soon)

Role permissions

Choose the right role for each team member:

• Owner – Full access, can invite members
• Admin – Most features, cannot invite members
• Member – Limited access, view-only for sensitive areas

Best practices

• Double-check email addresses before sending invites
• Choose roles carefully – you can adjust them later
• Communicate with invitees about what to expect
• Follow up if invites aren't accepted within a few days

Troubleshooting

• Email not received – Check spam folders
• Wrong email address – Cancel and resend to correct address
• Invite expired – Send a new invitation
• Role needs changing – Update after they join