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Overview

Invite team members to your organization so they can collaborate on projects. Only Admins and Owners can send invitations. Member Invites

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Accessing Invitations

1

Go to Settings

Navigate to your organization’s Settings.
2

Click Members

Select the Members tab.
3

View Invitations Tab

Click the Invitations tab to see pending invites.

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Inviting a New Member

1

Click + Member

Click the + Member button in the Members section.
2

Enter Email

Enter the email address of the person you want to invite.
3

Select Role

Choose the role for the new member (Admin or Member).
4

Send Invitation

Click Send Invite to send the invitation email.
The invited user will receive an email with a link to join your organization.

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Invitation Details

Each pending invitation shows:
FieldDescription
EmailThe invited person’s email address
CreatedWhen the invitation was sent
RoleThe role they’ll have when they join
StatusCurrent status (Pending, Accepted, etc.)

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Managing Invitations

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View Pending Invites

The Invitations tab shows all pending invitations that haven’t been accepted yet. If the invited person didn’t receive the email:
1

Find the Invitation

Locate the pending invitation in the list.
2

Click Menu

Click the three-dot menu on the invitation.
3

Copy Invite Link

Select Copy Invite Link to copy the URL.
4

Share Manually

Send the link directly to the person via email, Slack, etc.

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Remove an Invitation

To cancel a pending invitation:
1

Find the Invitation

Locate the pending invitation in the list.
2

Click Menu

Click the three-dot menu on the invitation.
3

Click Remove

Select Remove to cancel the invitation.
4

Confirm

Confirm the removal in the dialog.
Removing an invitation immediately invalidates the invite link. The person will no longer be able to join using that link.

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Invitation Workflow

1. Admin sends invitation
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2. Email sent to invitee
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3. Invitee clicks link
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4. Invitee creates account (if new) or logs in
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5. Invitee joins organization
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6. Invitee appears in Members list

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Permission Requirements

ActionRequired Role
View invitationsAdmin, Owner
Send invitationsAdmin, Owner
Copy invite linkAdmin, Owner
Remove invitationsAdmin, Owner
Organization Members cannot send or manage invitations. Contact an Admin or Owner to invite new team members.

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Role Selection

When inviting, choose the appropriate role:
RoleDescriptionBest For
AdminFull access to organization settings and all projectsDepartment heads, managers
MemberAccess based on project-level permissionsTeam members, collaborators
See Roles for detailed permission information.

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Invitation Expiration

Invitations remain valid until:
  • The invitation is accepted
  • The invitation is manually removed
  • The organization is deleted
Invitations do not expire automatically. Remove old invitations if they’re no longer needed.

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Troubleshooting

Ask them to check their spam folder. If still not found, use the Copy Invite Link feature to share the link directly.
You may not have Admin or Owner permissions. Check your role in the Members list.
Remove the invitation and send a new one with the correct role, or change their role after they join.

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Best Practices

Invite members using their work email addresses for better organization and security.
Start with the Member role and upgrade to Admin only when needed.
Periodically review and remove invitations that haven’t been accepted.
Let people know an invitation is coming so they look for it.

Member Roles

Understanding organization roles and permissions.

General Settings

Configure organization basics.

Security

SSO and audit log settings.

Leave Organization

How to leave an organization.