Inviting Members
Add new people to your organization by sending email invitations.
How Invitations Work
- You enter someone's email address
- They receive an email invitation
- They click the link to accept
- If they don't have an account, they create one
- They're added to your organization with the role you specified
Existing users
If the person already has an account on the platform, they can accept the invitation and your organization will be added to their account. They can then switch between their organizations using the organization switcher.
Sending an Invitation
Navigate to Members
Go to Admin Panel → Settings → Members
Click Invite Member
Click the Invite Member button to open the invitation dialog.
Enter Email Address
Enter the email address of the person you want to invite.
Make sure the email address is correct. The invitation is sent immediately and can only be resent after a cooldown period.
Send Invitation
Click Send Invitation. The person will receive an email with a link to join your organization.
After Sending
Pending Invitations
Invitations that haven't been accepted appear in the pending section of the Members page. You can see:
- Who was invited
- When the invitation was sent
- Option to resend if needed
Resending Invitations
If someone didn't receive or lost their invitation email:
- Find them in the pending invitations list
- Click Resend Invitation
- A new email is sent
Resend cooldown
To prevent spam, you can only resend an invitation after a short waiting period. The button shows a countdown timer if you need to wait.
Cancelling Invitations
If you sent an invitation to the wrong person or they no longer need to join, you can remove the pending invitation. This invalidates the invitation link.
What the Recipient Sees
The invitation email includes:
- Your organization's name
- Who invited them
- A button/link to accept the invitation
When they click the link:
- If they have an account: They're asked to confirm joining your organization
- If they're new: They're prompted to create an account, then automatically join
Assigning Roles
New members are invited as Members by default. After they join, you can change their role:
- Go to Settings → Members
- Find the person in the list
- Click to view their details
- Change their role
Owner-only action
Only the Owner can promote someone to Admin. Admins can invite new members but cannot create other admins.
See Roles and Permissions for details on what each role can do.
Bulk Invitations
Currently, invitations are sent one at a time. For adding many people at once:
- Send invitations individually
- Consider inviting in batches to manage acceptance tracking
Bulk invitation features may be added in future updates.
Frequently Asked Questions
Last updated on