Adding and Inviting Team Members

Invite people to your team, manage roles, and remove access when needed.

How to navigate

  • Avatar (top-right) > Account Settings
  • Use the team selector at the top to pick the correct team
  • In the right pane, open the Team Members section

Invite new members

  • Click Invite / Pending Invites
  • Enter email. Optionally add first/last name and choose a role (Member, Editor, Admin)
  • Click Invite to send the email

What the invitee sees:

  • They’ll receive an email with a secure link
  • They sign in (or create an account) and accept the invite to join the team

Pending invites

  • Open Invite / Pending Invites to view outstanding invites
  • Actions (… menu) per invite:
  • Re-send: Send the email again
  • Revoke/Delete: Cancel an invite (older invites show as Expired and can be deleted)
  • Expiration: Invites expire after about 10 days; expired invites are labeled Expired

Manage roles

  • In Team Members, use the Role dropdown next to a user to change between Member, Editor, and Admin
  • Only Admins can change roles
  • You can’t change your own role; some organization-managed users may be restricted

Remove a member

  • In Team Members, click the trash icon next to the user you want to remove
  • Confirm Remove
  • Only Admins can remove members

Tips

  • Double-check you selected the right team before inviting
  • If someone didn’t get an invite, verify the email, then use Re-send
  • If an invite expired, Delete it and send a fresh one
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