GuidesInvite a Member

Invite a Member

Invite a teammate from Members & Roles.

Invite a member

Invite a member when someone needs Dashboard access.

Open Members & Roles

Open Organization, then Members & Roles.

Click Invite member

Start the invite flow.

Enter the member details

Enter the person's email address.

Choose a role

Select admin or viewer.

Send the invite

Click Invite Member. The invitation appears in the same table as active members with a pending, expired, or delivery-failed status.

Manage a pending invitation

Use Resend or Revoke in the invitation row when needed.

Only organization owners and admins can invite members.