Inviting Team Members

Before you invite

Make sure you know which role you’d like to assign. Check your plan’s team member limit — the number of seats available is shown at the top of the Team Members page.

Sending an invitation

1. From the dashboard, go to Team → Manage Team in the left navigation.
2. Click Invite Team Member in the top-right corner.
3. Enter the person’s email address and select a role from the dropdown.
4. Optionally, add a personal message that will appear in the invitation email.
5. Click Send Invitation.

What happens next

The person receives an email invitation with a secure link. When they click it, if they already have an account they’re asked to log in and accept. If not, they’re taken through a brief registration flow first.

Once accepted, they appear in your Active Members list and can start using the platform immediately under their assigned role.

Invitation expiry

Invitations expire after 7 days. If a teammate doesn’t accept in time, you can resend the invitation from the Pending Invitations tab — no need to re-enter their details.