Inviting Members
Add team members to your organization by sending email invitations. Assign roles when inviting to control their permissions.
Who Can Invite
Invitation Permissions
- Owner: Can invite members with any role
- Admin: Can invite members with any role except Owner
- Consultant: Can only invite other Consultants
- Member, View Only: Cannot invite anyone
Sending an Invitation
Go to Teams
Navigate to Teams in the dashboard sidebar.
Click Invite Member
Click the "Invite Member" button to open the invitation form.
Fill in Details
Email Address — The email address to send the invitation to
Role — The role to assign when they join (Admin, Consultant, Member, or View Only)
Message (Optional) — A personal message included in the invitation email
Send Invitation
Click "Send Invitation". The recipient will receive an email with a link to join.
Invitation Email
Recipients receive an email with:
- • Your organization name
- • The role they've been invited with
- • Your personal message (if provided)
- • A link to accept the invitation
- • Expiration notice (invitations expire in 7 days)
Pending Invitations
View and manage invitations that haven't been accepted yet.
Viewing Pending Invitations
On the Teams page, click the "Pending" tab to see all outstanding invitations.
Each invitation shows:
- • Recipient email address
- • Assigned role
- • Date sent
- • Expiration date
- • Who sent it
Canceling an Invitation
Click the menu icon (⋮) next to a pending invitation and select "Cancel Invitation". The link in the email will no longer work.
Accepting an Invitation
When someone receives an invitation:
- 1.They click the invitation link in the email
- 2.If not logged in, they're prompted to sign in or create an account
- 3.They see the invitation details and click "Accept"
- 4.They're added to the organization with the assigned role
Invitation Expiration
Invitations Expire in 7 Days
If the recipient doesn't accept within 7 days, the invitation expires. You'll need to send a new invitation.
Resending an Invitation
To resend an expired invitation, simply send a new invitation to the same email address.
Removing Team Members
Owners and Admins can remove team members from the organization.
To Remove a Member
- 1. Go to Teams
- 2. Find the member you want to remove
- 3. Click the menu icon (⋮) next to their name
- 4. Select "Remove Member"
- 5. Optionally provide a reason (for your records)
- 6. Confirm removal
Note:Removed members lose access immediately. They'll need a new invitation to rejoin.