Member Invitation

Invite new members to your team and guide them through signing up and joining from an invitation email.

To invite a new member to your team, use the invitation form on the Team settings screen. Recipients join by clicking a link in the invitation email.

Invitation flow (as the inviter)

  1. Open Team settings (/settings/team) from the side menu
  2. Click Invite Member
  3. Fill in:
    • Email address
    • Role (Admin / Editor / Viewer)
  4. Click Send to dispatch the invitation email

If you invite someone as an Editor or Viewer, assign their project access afterward in Project Members.

  • Invitation links are valid for 7 days
  • If a link has expired, use the Re-invite button on the Team settings screen to issue a new one
  • Pending invitations appear in a list and can also be revoked

Accepting an invitation

New user

  1. Click the link in the invitation email
  2. The /invite/[token] page opens with an Create Account or Log In choice
  3. Choosing Create Account takes you to a signup page with the email pre-filled
  4. Set a password → verify email → log in → automatically join the team

Existing user

  1. Click the link in the invitation email
  2. If already logged in, you join the team immediately
  3. Otherwise you are redirected to the login page, and join after logging in

Email mismatch error

If the invitation email address and your current account email do not match, an error is shown.

  • Log in with the correct account, or
  • Create a new account using the same email the invitation was sent to