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Invite members

What it is for​

Invite members sends invitations to join your company and follows them until they are accepted. You see pending and expired invitations and can resend, copy or remove them.

Access​

  • Menu: Member management › Invite members (/dashboard/members/invite).
  • Requires the Member management module. The entry is shown only to platform admins, team owners, and members with the Owner, Admin or Manager role on the active team.

Steps​

  1. Open Member management › Invite members (page Company invitations).
  2. In Send invitation, enter the email, select the teams and a role for each team, then send.
  3. Follow invitations in Pending and Expired: email, Teams / roles, Invited By, Invited and Expires.
  4. On an invitation, use Resend, Copy link or Remove.
  5. Select several invitations (Select all) to resend or remove them together. Remove those older than N days cleans up old invitations.

Good to know​

  • Pending invitations stay listed until they are accepted.
  • Invitations not accepted in time move to Expired; you can resend them.
  • Removing an invitation makes its link stop working. This cannot be undone.

Common issues​

"Please enter a valid email address". Check the address format.

"Choose a team and a role for that team." Pick at least one team and its role.

"Create a company to send invitations." You need a company before inviting members.

I do not see Invite members in the menu. Your role on the active team is not Owner, Admin or Manager. Ask one of them to invite.

See also​