Invite Members

Overview#

The Invite Members feature lets organization admins onboard new teammates by emailing invitations that include a predefined role. Each role determines what the invited user can access and manage inside the organization.

When to Use It#

Expanding the team and onboarding new collaborators
Assigning specific scopes of access such as Owner, Admin, or Member
Coordinating cross-department work while keeping permissions secure

Key Benefits#

Quick onboarding — send invitations in seconds without manual account setup
Role-based permissions — map responsibilities to Owner, Admin, or Member access levels
Streamlined collaboration — bring the right people into shared projects with minimal friction
Secure access management — restrict entry to approved users only

UI/UX Specification#

Accessing the Invite Members Window#

Open the Organization dashboard.
Select Members from the top-right action area to launch the invitation dialog.

Component Reference#

Component	Type	Description
Email Field	Text input	Enter the invitee email address (must be a valid format such as `[email protected]`).
Role Dropdown	Dropdown	Choose the access level: Owner, Admin, or Member.
Role Options	Option list	Owner — full control, including billing and member management. Admin — manage agents, content, and member invites (no ownership transfer). Member — use assigned agents without changing settings.
Cancel Button	Button	Close the dialog without sending the invitation.
Send Invite Button	Button	Dispatch the email invitation to the provided address.
Close Icon (`X`)	Icon button	Dismiss the Invite Members dialog without saving.

Invite Members dialog showing email and role selection

How to Use#

Navigate to the Members section of your organization.
Click the Invite Member button to open the invitation popup.
Enter the new member email address in the Email field.
Select the appropriate role from the dropdown:
- Owner — manages all billing, settings, members, and can transfer ownership.
- Admin — creates and manages agents, edits content, and invites members (excluding Owner transfers).
- Member — interacts with assigned agents and content without altering organization settings.
Choose Send Invite to dispatch the email, or Cancel to close the dialog without changes.
The recipient receives an email invitation to join the organization.

Members list with pending invitation status highlighted

Notes & Tips#

Only Owners can transfer ownership between members.
If an invitation expires, resend it from the members list.
Double-check the chosen role before sending to avoid unnecessary privilege escalation.
Default to the Member role for most collaborators; reserve Admin or Owner for trusted staff.

FAQ#

Can there be more than one Owner?#

Yes. Multiple Owners are supported, but limit the count to maintain security.

Can I change someone's role after they join?#

Yes. Update roles anytime from the Members screen in your organization dashboard.

What if the invite email is not received?#

Ask the recipient to check spam or junk folders, then resend the invitation if needed.

Can Members invite other users?#

No. Only Admins and Owners can extend invitations to new members.

Last updated on October 7, 2025