How to Invite Team Members
Team members can collaborate on projects, workflows, and content. This guide shows you how to invite new members to your team.
Prerequisites
Before you begin:
- You must be a team owner or admin
- You need the email address of the person you're inviting
- Your team must have available seats (check your plan limits)
Steps
Step 1: Navigate to Team Settings
- Click on your team name in the sidebar
- Select Settings or Team Settings
- Go to the Members tab
Step 2: Click Invite Member
Find the Invite Member or Add Member button, typically in the top-right of the members list.
Step 3: Enter Invite Details
Fill in the invitation form:
| Field | Description |
|---|---|
| The invitee's email address | |
| Role | Permission level (see roles below) |
| Message | Optional personal note |
Step 4: Select a Role
Choose the appropriate role:
| Role | Permissions |
|---|---|
| Admin | Full access, can manage team settings and members |
| Member | Can create and edit projects, workflows, tasks |
| Viewer | Read-only access to team content |
Step 5: Send the Invitation
Click Send Invite or Invite. An email is sent to the invitee with a link to join.
Step 6: Track Invitation Status
Back in the Members tab, you'll see:
- Pending — Invitation sent, awaiting acceptance
- Active — Member has joined
- Expired — Invitation timed out (resend if needed)
Expected Result
After sending the invite:
- The invitee receives an email with a join link
- They appear in your members list as "Pending"
- Once accepted, they have immediate access based on their role
- They can see and work on team projects
Troubleshooting
Invitation not received
Ask the invitee to:
- Check their spam/junk folder
- Search for emails from your platform
- Verify the email address is correct
If still missing:
- Resend the invitation
- Try a different email address
"Seat limit reached" error
Your plan may limit team size. Options:
- Upgrade your plan
- Remove inactive members
- Revoke pending invitations
User can't accept invitation
The link may have:
- Expired (resend it)
- Already been used
- A technical issue — contact support
Wrong role assigned
To change a member's role:
- Find them in the Members list
- Click Edit or the role dropdown
- Select the new role
- Save changes
Next Steps
- Set up projects for your team
- Configure team settings
- Review roles and permissions
Related
- Accounts & Teams — Full team documentation
- Projects — How projects work with teams