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How to invite new users to my team

Add new members and manage invitations

Updated this week

Inviting new users

Inviting new users to your team is simple and straightforward. Here's how you can do it:

  1. Click on your profile picture (or initials) in the bottom left corner, then select "User Management".

  2. Click Invite members to open the invitation panel.

    • Enter the new user’s email address.

    • (Optional) Select a team for them to join—you can always edit this later.

    • Assign the user’s role. (Need a refresher on roles? Learn more here.)

  3. Click Invite.

The new member will receive an invitation email with a link to create their account. Once they’ve completed the setup, their account will appear in your member list. 🎉

Checking and managing invitations

To track or manage pending invites:

  1. Click View all invitations to see the list of pending invitations.

  2. From here, you can:

    • Reshare the account creation link (helpful if the invitation email can not be found).

    • Revoke the invitation if needed.

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