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Inviting Members

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

Only Administrators can invite new members to the platform. When you invite someone, they receive an email with a link to create their account.

Your Role on This Page​

As an Admin, you can invite new users to the platform and assign them to departments and teams. You have full control over user invitations and can set their role, department, and team assignments.

How to Invite a New Member​

  1. Go to People in the sidebar
  2. Click the Invite Member button
  3. Fill in the invitation details:
FieldDescription
EmailThe person's work email address
RoleThe role to assign (Admin, Department Lead, Team Lead, or Member)
DepartmentWhich department they'll join
TeamWhich team they'll be part of
  1. Click Send Invitation

People Page

What Happens Next​

  1. The invited person receives an email invitation
  2. They click the link and are taken to the registration page
  3. They fill in their name, set a password, and complete registration
  4. They appear on the People page with an Active status once registered

Before They Register​

Invited users who haven't registered yet show as Invited in the People list. You can:

  • Resend the invitation — If the original email was lost or expired
  • View their pending invitation — Check which role/team they were invited to
warning

Make sure you use the correct email address when inviting. The invitation can only be accepted from the email it was sent to.

Changing a Member's Role or Team​

After someone has joined, you can update their assignment:

  1. Go to People
  2. Find the person and click to view their profile
  3. Click Edit
  4. Change their role, department, or team
  5. Click Save

Changes take effect immediately — the person will see updated navigation and permissions on their next page load.