How to invite your team
Add people with the right role and put them in the right team.
Invitations are where access decisions get made, usually quickly. A minute of care at invite time saves a cleanup later.
Open Team access
Team access is where people, roles, and shares are managed. Adding people here rather than ad hoc keeps a single list you can review later, which is what makes access audits possible at all.
Enter the person name and email
The invitation is tied to the address you enter, so check it. An invitation sent to the wrong address cannot be redirected; you issue a new one instead.
Choose Manager, Member, or another permitted role
Pick the role the person actually needs. Members work on assigned tasks, Managers shape structure and run automations, and Admins manage settings, teams, backups, and the audit log. Promoting later is easy; unwinding over-permissioning is not.
Send the invitation
The person receives a single-use link that expires after seven days and cannot sign in until they accept. If the link expires, issue a fresh invitation rather than trying to reuse the old one.
Add the person to the correct team
Roles govern what someone can do, teams govern what reaches them. Adding a new person to the right team is what makes queue routing and workload views accurate from their first day.
What success looks like
- The person accepts, holds the role you intended, appears in the right team, and starts receiving the work meant for them without anyone reassigning things manually.
Common mistakes to avoid
- Making everyone an Admin to avoid permission friction, which removes the point of roles.
- Forgetting team membership, so the person never receives queued work.
- Reusing an expired invitation link instead of issuing a new one.
Questions about this workflow
Seven days, and the link is single use.
No. Clients are invited as Guests attached to specific projects, and they never consume a seat.
Related how-tos
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