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 and choose the role for each person. Use Add Another for additional invitation rows.
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:
Resending a pending invitation currently requires the Owner, even though a general Admin can send an initial invitation.
- 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
Choose the role in the invitation form before sending. The standard Member/User role is selected by default when available. Contact support to change an existing member's role.
Invitation permission
The current invitation service requires the Owner or general Admin role. Specialist roles may see the Members page without being authorized to send invitations. Contact support for changes to an existing member's role.
See Roles and Permissions for details on what each role can do.
Bulk Invitations
The invitation dialog supports multiple rows and Bulk Import:
- Paste email addresses separated by commas, semicolons, spaces, or newlines, or upload a CSV/text file.
- Select a role for the imported addresses and choose Add to List.
- Review the individual rows and send the invitations.
Duplicate addresses in the import list are removed. Invitations are sent individually; some can succeed while others fail. Review errors and retry failed rows instead of assuming the whole batch succeeded.
Frequently Asked Questions
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