> ## Documentation Index
> Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Member Invites

> Invite new members to your organization

## Overview

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

***

## Accessing Invitations

<Steps>
  <Step title="Go to Settings">
    Navigate to your organization's **Settings**.
  </Step>

  <Step title="Click Members">
    Select the **Members** tab.
  </Step>

  <Step title="View Invitations Tab">
    Click the **Invitations** tab to see pending invites.
  </Step>
</Steps>

***

## Inviting a New Member

<Steps>
  <Step title="Click + Member">
    Click the **+ Member** button in the Members section.
  </Step>

  <Step title="Enter Email">
    Enter the email address of the person you want to invite.
  </Step>

  <Step title="Select Role">
    Choose the role for the new member (Admin or Member).
  </Step>

  <Step title="Send Invitation">
    Click **Send Invite** to send the invitation email.
  </Step>
</Steps>

The invited user will receive an email with a link to join your organization.

***

## Invitation Details

Each pending invitation shows:

| Field       | Description                              |
| ----------- | ---------------------------------------- |
| **Email**   | The invited person's email address       |
| **Created** | When the invitation was sent             |
| **Role**    | The role they'll have when they join     |
| **Status**  | Current status (Pending, Accepted, etc.) |

***

## 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:

<Steps>
  <Step title="Find the Invitation">
    Locate the pending invitation in the list.
  </Step>

  <Step title="Click Menu">
    Click the three-dot menu on the invitation.
  </Step>

  <Step title="Copy Invite Link">
    Select **Copy Invite Link** to copy the URL.
  </Step>

  <Step title="Share Manually">
    Send the link directly to the person via email, Slack, etc.
  </Step>
</Steps>

### Remove an Invitation

To cancel a pending invitation:

<Steps>
  <Step title="Find the Invitation">
    Locate the pending invitation in the list.
  </Step>

  <Step title="Click Menu">
    Click the three-dot menu on the invitation.
  </Step>

  <Step title="Click Remove">
    Select **Remove** to cancel the invitation.
  </Step>

  <Step title="Confirm">
    Confirm the removal in the dialog.
  </Step>
</Steps>

<Warning>
  Removing an invitation immediately invalidates the invite link. The person will no longer be able to join using that link.
</Warning>

***

## Invitation Workflow

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

***

## Permission Requirements

| Action             | Required Role |
| ------------------ | ------------- |
| View invitations   | Admin, Owner  |
| Send invitations   | Admin, Owner  |
| Copy invite link   | Admin, Owner  |
| Remove invitations | Admin, Owner  |

<Note>
  Organization Members cannot send or manage invitations. Contact an Admin or Owner to invite new team members.
</Note>

***

## Role Selection

When inviting, choose the appropriate role:

| Role       | Description                                           | Best For                    |
| ---------- | ----------------------------------------------------- | --------------------------- |
| **Admin**  | Full access to organization settings and all projects | Department heads, managers  |
| **Member** | Access based on project-level permissions             | Team members, collaborators |

See [Roles](/organizations/settings/members/roles) for detailed permission information.

***

## Invitation Expiration

Invitations remain valid until:

* The invitation is accepted
* The invitation is manually removed
* The organization is deleted

<Note>
  Invitations do not expire automatically. Remove old invitations if they're no longer needed.
</Note>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Invite link not working">
    The invitation may have been removed. Check the Invitations tab to verify it's still pending.
  </Accordion>

  <Accordion title="Cannot send invitations">
    You may not have Admin or Owner permissions. Check your role in the Members list.
  </Accordion>

  <Accordion title="Invitee has wrong role">
    Remove the invitation and send a new one with the correct role, or change their role after they join.
  </Accordion>
</AccordionGroup>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Use work email addresses">
    Invite members using their work email addresses for better organization and security.
  </Accordion>

  <Accordion title="Choose roles carefully">
    Start with the Member role and upgrade to Admin only when needed.
  </Accordion>

  <Accordion title="Clean up old invitations">
    Periodically review and remove invitations that haven't been accepted.
  </Accordion>

  <Accordion title="Communicate with invitees">
    Let people know an invitation is coming so they look for it.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Member Roles" icon="user-shield" href="/organizations/settings/members/roles">
    Understanding organization roles and permissions.
  </Card>

  <Card title="General Settings" icon="cog" href="/organizations/settings/general">
    Configure organization basics.
  </Card>

  <Card title="Security" icon="shield" href="/organizations/settings/security/sso">
    SSO and audit log settings.
  </Card>

  <Card title="Leave Organization" icon="door-open" href="/organizations/settings/leave-organization">
    How to leave an organization.
  </Card>
</CardGroup>