Invite members

Invite teammates from Dashboard → Team → Members with Invite Member. Each invite emails a join link, stores a permission preset (applied on accept), and appears under Pending invitations until accepted, expired, canceled, or resent.

What you'll achieve

• Open the Invite Team Member sheet
• Enter email and choose a permission preset (or Custom matrix)
• Send the invite and confirm it in Pending invitations
• Resend, adjust pending permissions, or cancel before acceptance

Before you start

• team_members → invite permission on the active team
• Remaining member seats on the plan (limit errors open an upgrade modal)
• The invitee’s email inbox (they must accept the link to join)
• Brand + Enterprise partnership feature if you need the Partnership preset

Steps

1. Open Invite Member

1. Go to Dashboard → Team → Members.
2. Confirm the correct team name in Pending invitations (for …).
3. Click Invite Member (UserPlus icon).
4. The Invite Team Member sheet explains that the person must accept the email link to join.

2. Enter email and choose a preset

1. Enter Email Address (placeholder colleague@example.com).
2. Open Permission preset. Options:

1. Note the helper text: the member’s role stays Member—the preset only sets what they can do.
2. Review Preset preview / effective action count. For Custom, use the permission matrix and resource scope picker.
3. For Partnership, select the partnership contract when prompted. Without the feature, you’ll see that partnership invites need Enterprise (Contact Sales).

3. Send and verify pending state

1. Submit the form (Send / invite CTA at the sheet footer).
2. Wait for Invitation sent successfully.
3. The sheet closes; Pending invitations lists the email, access preset, snapshot counts (actions / resources), expiry badge, and sent time.
4. Ask the invitee to accept from the email before the invite expires (Expires soon under 24 hours).

If the team is at its seat limit, an upgrade modal appears instead of a successful send—upgrade seats/plan, then retry.

4. Resend, edit, or cancel

With invite permission, open the row ⋮ menu:

1. Resend — emails the invite again (toast: Invitation resent).
2. Open the pending-permissions dialog — adjust the snapshot before they accept.
3. Cancel — removes the pending invite (Invitation cancelled).

After acceptance, the person appears under Members; manage ongoing access via Roles and permissions.

Tips

• Default to Editor for day-to-day creators; use Viewer for agencies or finance stakeholders.
• Invites are team-scoped—if the pending list looks empty, switch to the team you invited into.
• Partnership pauses the creator’s personal team while active; end partnership from the members menu when the collaboration finishes.
• Batch hiring? Check seat limits on Billing Plan limits before sending many invites.

Troubleshooting

Related

• Team overview
• Roles and permissions
• Plans and upgrades