Invitations

An invitation is required to invite any user to your team. An invitation can be in one of the following statuses:

• Open: the user is able to reply to the invitation

• Expired: the invitation is no longer open as the user took too long to reply

• Accepted: the user has accepted the invitation and became a member

• Declined: the user has rejected the invitation

• Withdrawn: the team has canceled their invitation

Upon acceptance, a user will automatically receive the assigned role from the invitation for their membership.

View all invitations

1. Go to Settings

2. Click on Team

3. Click on Invitations

4. You can then see all invitations for the current team.

Invite a user

Once an invitation is sent, it will remain open for one week from the moment it was sent. After then, it will have an expired status and you will need to re-invite the user again.

1. Go to Settings

2. Click on Team

3. Click on Invitations

4. Click the Invite User button

5. Enter the required information:

   1. Email

   2. Role

6. Click the Send invitation

Once an invitation is sent, a message will land in the invitee's email inbox. They will need to click the link to accept or decline the invitation.

If the user does not receive the email for whatever reason, you can copy and paste the invitation link directly from the list of invitees.

Withdraw an invitation

Any team member with the members.manage permission can withdraw the invitation whilst it's open.

1. Go to Settings

2. Click on Team

3. Click on Invitations

4. Click the invitation's right-hand menu

5. Click on Withdraw

   
6. A confirmation message will appear, and once your confirm the withdrawal, the invitation will be closed and the invitee won't be able to use it.