How to invite a team member to your organization

Send an email invitation from the Members page and assign a role to a new team member.

Last verified 6 days ago

Team membership is managed from the Settings > Members page. When you invite someone, they receive an email with instructions to join your organization. You can assign a role at the time of invitation so the new member has the right level of access from the start.

Review your current members

Navigate to the Members page and wait for the members list to load. Each row represents a team member, showing their name, email, and role. If you are the only member, you will see a single row for the organization owner.
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Click the Invite Member button to open the invitation modal.
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Invite a new team member

In the invite modal, enter the new member's email address in the Email field.
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Select a role for the new member. In this example, the Admin role is chosen. The role determines the level of access the invitee will have once they join your organization.
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Click Send Invitation to send the email invite.
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Prerequisites

  • You must have access to the Settings > Members page in your organization.