Invite team members
What this accomplishes
Section titled “What this accomplishes”Sends a company invitation so a teammate can join with a specific role and workspace access.
Prerequisites
Section titled “Prerequisites”- Admin or Admin (View Only) role
- Available paid seats if inviting Admin or Member
- Team management must be allowed on your subscription (trial accounts may have team management restricted)
- Open Company from the profile sidebar (
/company). - In Team Management, select Invite team member.
- Enter the invitee’s email.
- Choose a role: Admin, Member, Admin (View Only), or Guest.
- If the role is Member, check workspaces and set Edit or View for each.
- Send the invite.
Expected result
Section titled “Expected result”The invitee receives a link to register or join. After they accept, they appear in Team Management.
Cautions
Section titled “Cautions”- You cannot remove or demote the last Admin / Admin (View Only) for the company.
- Duplicate invites for existing members fail with This user is already a member of your team.
- Seat limit errors ask you to contact support to add seats.