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Invite Team Members

Add new team members and manage their roles within the platform.

  • team-invite-listView the list of pending team invitations.
  • team-invite-createInvite new people to the team.
  • team-invite-deleteCancel or delete a team invitation.
  • resend-inviteResend a team invitation email.

This video shows how to invite new team members and set their roles and permissions.

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Overview​

Add new team members by accessing the team management section, sending invitations, and managing pending invites.

Step-by-Step Guide​

1Access Team Settings​

  1. Go to the platform's landing page
  2. Click Settings in the main navigation menu
Accessing Settings menu

2Open Team Management​

  1. Click Team in the left sidebar
Team management section

3Create New Invitation​

  1. Click + New member at the top of the page
New member button

4Set Up Member Details​

  1. Enter the new member's email address
  2. Select role(s) for the team member
  3. Add any additional information
  4. Click Send Invitation
Member invitation form

5Track Invitations​

  • View pending invitations in the "Invitations" tab
  • Monitor invitation status and resend if needed
  • Manage existing invitations
Pending invitations view

Important Notes​

  • New members receive an email invitation to join the platform
  • They must accept the invitation to gain access
  • Invitations expire after 7 days
  • You can resend or cancel invitations at any time
  • Assign appropriate roles based on team member responsibilities
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