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How to invite new users to my team

Add new members and manage invitations

Updated over a week ago

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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