How to invite your team

Invite people by email and get them signed in — individually or in bulk.

Invitations are the way new people join your workspace. The invite contains a secure link the recipient uses to create their password and account. You can invite one person at a time or import a list.

Follow these steps:

1. Open Settings > Users from the dashboard sidebar.

2. Click Invite User and enter the person's email address and name.

3. Choose a role — Staff, Administrator, or Owner. Start most people as Staff; you can change roles later.

4. Optional: assign a department so they land in the right team immediately.

5. Click Send Invitation. They receive an email with an accept link.

6. For bulk invites, click Bulk Import instead. Download the CSV template, fill in email/name/role/department, upload it, review the preview, and click Confirm Import.

After they accept, you'll see them in the Directory. If an invitation link expires, resend it from the user's record.