Overview
Invite team members to your organization so they can collaborate on projects. Only Admins can send invitations.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.
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, Collaborator, or Viewer).
4
Send Invitation
Click Send Invite to send the invitation email.
Invitation Details
Each pending invitation shows:Managing Invitations
View Pending Invites
The Invitations tab shows all pending invitations that haven’t been accepted yet.Copy Invite Link
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.
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.
Invitation Workflow
Permission Requirements
Collaborators and Viewers cannot send or manage invitations. Contact an Admin to invite new team members.
Role Selection
When inviting, choose the appropriate role:
See Roles for detailed permission information.
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.
Troubleshooting
Invitee didn't receive email
Invitee didn't receive email
Ask them to check their spam folder. If still not found, use the Copy Invite Link feature to share the link directly.
Invite link not working
Invite link not working
The invitation may have been removed. Check the Invitations tab to verify it’s still pending.
Cannot send invitations
Cannot send invitations
You may not have Admin permissions. Check your role in the Members list.
Invitee has wrong role
Invitee has wrong role
Remove the invitation and send a new one with the correct role, or change their role after they join.
Best Practices
Use work email addresses
Use work email addresses
Invite members using their work email addresses for better organization and security.
Choose roles carefully
Choose roles carefully
Start with the Viewer or Collaborator role and upgrade to Admin only when needed.
Clean up old invitations
Clean up old invitations
Periodically review and remove invitations that haven’t been accepted.
Communicate with invitees
Communicate with invitees
Let people know an invitation is coming so they look for it.
Related Documentation
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.