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.
Was this page helpful?