Inviting a Team Member

Invite anyone with an email address to join your organization. If they already have a portal account, they accept with one click. If they don't, the invite walks them through creating one.

• You need to be an owner or admin of the organization to send invites. Other roles don't see the invite button.
• Have ready: the email address of the person, the role you want them to have (see Roles and Permissions), and (if they'll be a Member) which projects they need access to.
• If your organization requires 2FA, the invitee will need to set up 2FA before they can accept (see Requiring 2FA For Your Organization).

1. In the sidebar on the left, find the Organization section.

2. Click Team under it. 

You'll see the current members of the organization, each with their avatar, name, email, and role badge.

1. In the top right of the Team page, click Invite member.

2. The Invite member modal opens.

The modal has a few fields to fill in.

1. Email address: type the email of the person you want to invite. This is where the invite link will be sent, and it'll become their login.
2. Role: open the dropdown and pick one: Pick the smallest role that lets them do their job. You can change it later. See Roles and Permissions for the full breakdown.

   1. Owner: full control. There must always be exactly one owner. (To make someone else an owner, use Transferring Ownership instead.)
   2. Admin: manage members, billing, security, and all resources. Can't delete the organization.
   3. Billing: manage payment methods, invoices, and credits. No access to resources.
   4. Member: operate resources within projects they've been assigned to.
   5. Read-only: view resources but not modify them.
3. Projects (only relevant for Member and Read-only roles): pick which projects they should have access to. Members with no project assignments can't do anything until you grant some. Admins, Billing, and Owners have access to all projects.

Click Send invite at the bottom of the modal.

The invitee gets an email with a one-click accept link. The invite is also recorded on the Team page itself.

After sending, the Team list updates and the new invite appears at the top with a Pending badge until the invitee accepts.

While the invite is pending, you have two row actions:

• Resend: sends the invite email again (in case they didn't get the first one). [1]
• Revoke: cancels the invite. The link in their email stops working. [2]

The invite email links them straight to an accept screen. After they sign in (if they aren't already), they click Accept and they're in. The new organization shows up in their organization switcher right away, and they can switch into it to start working.

The invite link takes them to a signup flow with their email pre-filled. They set a password and create the account. The moment the account is created, they're automatically added to the organization with the role you set.

• To change their role, click their role badge on the Team page and pick a new one. See Roles and Permissions.
• To remove them, use the row's action menu.