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Team, account & access

Invite a team member

Invite a colleague by email, assign the initial role, and track or cancel the invitation from the Team area.

Send the invitation

  1. Open Team and choose Invite member.
  2. Enter the colleague's email address and choose Member or Admin as the initial role.
  3. Choose Send invite. The new invitation appears under Team > Invitations.

Choose the role carefully

Use Member for normal operational access and Admin only when the person should have broader administrative access. You can change a non-owner's role later from Team > Members.

Track the invitation

  • The Invitations list shows the email, assigned role, status, inviter, and sent date.
  • An invitation can be pending, accepted, rejected, expired, or cancelled.
  • You can cancel a pending invitation; after cancellation, the recipient can no longer use it to join.
  • If Invite member is disabled, the organization has reached its current team member limit.