Inviting Members
Grow your team by inviting new members through the invite dialog on your team page. Only team Owners and Admins can send invitations.
Only users with the Owner or Admin role can invite new members. Regular Members can view the team list but cannot send invitations. See Roles & Permissions for details.
How to Invite a Member
Open the Members List
Navigate to your team page. The members list card shows all active and pending members.
Click the Invite Button
Click the invite icon button (person with plus sign) in the top-right corner of the members card. This opens the invite dialog.
Enter the Email Address
Type the email address of the person you want to invite. The email field validates the format before sending.
Send the Invitation
Click Send to dispatch the invitation. The invited person will appear in the pending members section of your members list.
Pending Invitations in the Members List
After sending an invitation, the invited person appears in a Pending section at the bottom of the members card. Pending members are shown with:
- A dashed border to visually distinguish them from active members
- An amber Pending badge with a clock icon
- A Cancel button (visible to Owners and Admins) to revoke the invitation
Cancelling an Invitation
If you need to revoke a pending invitation:
- Find the pending member in the members list
- Click the Cancel button next to their name
- Confirm the cancellation in the dialog that appears
- The pending entry is removed and the person can no longer accept the invite
Removing Active Members
Owners and Admins can remove active members from the team:
- Find the member in the active members list
- Click the Remove button next to their name
- Confirm the removal in the dialog
- The member loses access to the team immediately
Note: Owners cannot be removed. Only the Owner can change another member’s role. See Roles & Permissions for more details.
Tips & Best Practices
Double-check the email address before sending an invitation. The invitation goes directly to that email and cannot be redirected.
Each plan has a maximum number of team members. Check your plan details if invitations are being blocked.
If a member has not accepted their invitation, reach out to them directly. They may have missed the notification.
Regularly review your members list and remove people who are no longer part of your team to keep things organized.