Invite a teammate
Send someone an email invitation to join your organization, with their role already chosen.
- In Admin, open Users and click Invite user.
- Enter their Email. Optionally add their Full name; the email greets them by it and it pre-fills their display name.
- Pick a Role. You can change it later.
- Click Send invite.
The invitation appears at the top of the user list with a Pending badge. The link in the email works for 14 days. When they sign up through it, they join with the role you picked and the row becomes a regular user.
Cancel an invitation
In the user list, open the … menu on the pending invitation and choose Revoke invite. The link in the email stops working immediately.
Next: Change someone's roles