Invite a teammate

Invite someone to your organisation by email and choose their role.

Video coming soon

Steps

1. 1

   Open the Members page

   In the app's sidebar, click “Organisation”. In the settings that open, click “Members” under “Organisation”. “Invite members” is at the top right of “Organisation Members”.

   
2. 2

   Add the email and role

   Click “Invite members”. Enter the “Email address”, choose the “Role” (“Member” by default) and pick the team under “Teams” (“Add to another team” adds one; the teams apply to everyone you invite at once). “Add another person” adds a row.

   
3. 3

   Review the invitation

   Click “Review 1 invitation”. Step 2 of 2 shows exactly what will be sent; nothing goes out yet.

   
4. 4

   Send it

   Click “Send 1 invitation”. “1 invitation sent” appears and the person is listed under “Pending”, where you can “Resend” or “Revoke” it.