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Team Management

Invite a new member

Invite someone so they become a member of the correct owner's workspace.

For: Owners and admins

  1. Open Team Management

    From the app menu, choose Team Management. Confirm you are in the correct owner workspace before inviting.

  2. Create or copy the invite link

    Use Invite New Member and copy the generated public invite link. Send that link to the person you want to add.

  3. Member signs up through the invite

    The invite path stores the owner's workspace relationship during signup. After email confirmation, the new account should enter as a member, not as a new owner.

  4. Verify the member

    Return to Team Management and confirm the member appears under the owner with the expected role.