Sending Invitations
To invite new members to your organisation, navigate to the Users section and click the "Invite User" button.
Invitation Process
- Enter the email address of the person you want to invite
- Select the role you would like to assign to them
- Click "Send Invitation"
The invitee will receive an email with a link to accept the invitation and create their account.
Managing Pending Invitations
You can view pending invitations from the Users page. From here, you can resend an invitation if it has expired or revoke it if it is no longer needed.
Team Member Limits
The number of team members you can invite depends on your current plan. If you have reached your plan's user limit, you will need to upgrade before inviting more members.
Removing Team Members
To remove a team member, open their user record and choose the appropriate action. Removed members immediately lose access to the workspace, but their historical activity remains in the audit trail.