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Invite a member

1

Open Members

Switch to your organization, open Organization, and select the Members tab.
2

Choose who to invite

Select Invite member. Choose Individual and enter their email, or Organization and enter its slug.
3

Send it

Send the invitation. You can also copy the accept link and share it directly.
Pending invitations appear under Pending invitations. Select Cancel invitation to withdraw one; its link stops working.

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Accept an invitation

  1. Open the link in your invitation email.
  2. Sign in, or create an account if you don’t have one. The form opens with your invited email filled in.
  3. Select Accept invitation.
You can also accept or decline invitations from Invitations in your Profile.
If you’re signed in as a different account when you open the link, the app signs you out so you can answer as the invited email.

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Roles

Joining an organization gives you access to its workspace. Decision rights come from membership in an approval group. To give someone decision rights, add them to an approval group. See Approval groups.

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Remove a member

On the Members tab, select Remove member. They lose access to the workspace and their place in any approval group held through your organization. Depending on your policies, removing a member may need approval.