Invite teammates

Invite someone, add them to a team, and assign a role. For details on account types and roles, see the Access section.

Prerequisites

• The Owner role, which includes the permissions to manage members and teams.

Invite a member

1. Open Settings → Members and click Invite member.
2. Enter the invitee's Full name and Email.
3. Choose Full member or External member.
4. Select an Org. Role.
5. Add at least one Team and choose a Team Role for each.
6. Click Send.

The invitee receives an email with a link. After completing signup (create account, verify email, optional 2FA), they join your organization as a member.

Invite expiry

Invites are time-limited. If someone misses the window, re-send from the Members page to generate a fresh link.

Change their access

After the member accepts the invite, use Settings → Members to change their organization role or Settings → Teams to change team membership and roles. The same person can hold different roles on different teams.

For more on organization and team roles, see Roles & permissions.

Next

• Members: account types, lifecycle, MFA, deactivation.
• Teams: when to use teams and assign resources.
• Roles & permissions: the two role layers and when to use each.

API reference

• Invitations: CreateInvite, DescribeInvite, AcceptInvite.
• Members: list, describe, update, remove members.
• Teams: manage teams and team membership.