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Invite Members

The Team Invitations feature allows you to add new members to your team by sending an email invitation.

1. Purpose of the Feature​

Invite users to join your team so they can access shared resources, projects, and workspaces.

2. Accessing the Invitations​

  1. Open the Team Invitations menu.
  2. The page contains three tabs:
TabDescription
Send InvitationSend a new team invitation
PendingInvitations that are awaiting acceptance
ExpiredInvitations that have expired

3. Sending an Invitation​

In the Send Invitation tab, enter the email address of the new member.

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Click Send Invitation.

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The recipient will automatically receive an email containing the invitation link.

4. Tracking Invitation Status​

4.1 Pending​

The invitation will remain in this tab until the recipient accepts it.

4.2 Expired​

If an invitation is not accepted before it expires, it will move to the Expired tab.
If needed, you may resend a new invitation.

5. Permissions​

Only users with the appropriate permissions (e.g., Admin or Team Owner) can send invitations.

6. Joining the Team​

To join the team, the recipient must:

Open the email

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Click the invitation link

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Complete any required onboarding steps

7. Possible Error Messages​

When sending an invitation, you may encounter:

  • Invalid email format — the email address format is incorrect
  • User is already a team member — the person already belongs to the team
  • Invitation already sent — an active invitation already exists for this email

8. Best Practices​

  • Verify the email address before sending
  • Resend invitations if they have expired
  • Remove unused or outdated invitations to keep the interface clean