Invite members

You invite people to your organization by email. Once they accept, they become a member of your organization, and you can then assign them to specific workspaces with a role.

Note

Inviting and managing members happens under Settings → Members. This area is available to organization owners and admins — if you don’t see it, you don’t have the required role. See Roles and permissions.

Before you start

Team members are a paid-plan feature. If your organization is on the free plan, Settings → Members shows an upgrade prompt instead of the member list. Upgrade your subscription to start inviting people — see Plans and limits and Upgrade or change plan.

Each plan also includes a number of member seats. When you reach your seat limit, you’ll need a higher plan (or to remove someone) before you can invite more. The Members page shows your current seat usage at the top.

Send an invitation

1. Sign in to Acme and go to Settings → Members.
2. Select Invite Member.
3. Enter the person’s email address.
4. Select Send Invitation.

The person receives an email with a link to accept. You’ll see a confirmation that the invitation was sent, and the invitation appears under the Pending Invitations tab.

Note

You invite people by email only — you don’t choose a workspace or role at this step. New members join the organization first; you assign them to workspaces and set their role afterward. See Change a member’s role for assigning roles, and Roles and permissions for what each role can do.

If the email already belongs to a member

If the address you enter already belongs to someone in your organization, the invitation isn’t sent — that person is already a member. You also can’t send a second invitation to an address that already has a pending one.

What happens when someone accepts

The invited person opens the link from their email and selects Accept. The invitation page shows them which organization they were invited to, who invited them, and when the invitation expires.

• If they don’t yet have a Acme account, they’ll create one first (see Create your account), then accept.
• Once accepted, they become a member of your organization. They won’t have access to any workspace until you add them to one — see Change a member’s role.

Pending invitations

Open the Pending Invitations tab on the Members page to see invitations that haven’t been accepted yet. You can search by email and filter by status (pending, expired, revoked).

Invitations expire

An invitation is valid for 14 days. After that it expires and can no longer be accepted. To invite the person again, send a fresh invitation.

Cancel (revoke) an invitation

If you invited the wrong person or no longer want an invitation to be usable, you can cancel it:

1. Go to Settings → Members → Pending Invitations.
2. Find the pending invitation and select Revoke.
3. Confirm in the dialog.

The invitation is revoked immediately and the link in the email stops working. You’ll see a confirmation that it was revoked.

Note

There’s no “resend” action for an invitation. To send a new link — for example, if the original expired or was revoked — simply invite the same email address again.

Related

• Roles and permissions
• Change a member’s role
• Remove a member
• Plans and limits