Inviting team members

Team members are added by an admin or the super admin, from the Users page.

Send an invite

Go to Users (visible to admins and the super admin)
Click Invite, enter their name, email, and pick a role
Submit — they appear immediately under Pending invites until they accept

Invite team member form and pending invites list — Inviting a new team member

How the invite is delivered

If system email is configured, the invite link is emailed automatically. If it isn't (or the send fails for any reason), the invite still gets created — you just see the raw accept link right there and can send it yourself however you like.

Generated invite link shown when system email isn't configured — The invite link, shown when system email isn't set up

Who can invite whom

Each role can only create roles below it — see Roles explained for the exact hierarchy. There's no email limit; invite as many teammates as you need at any tier your license's account limit allows (team seats aren't limited the way connected email accounts are — every plan includes unlimited team members).

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