Inviting Users

Before you invite someone

Check your seat usage at the top of the Team page. Pending invites count as seats until they are accepted, cancelled or expire. If your organisation has reached its plan's user limit, the Invite member button is replaced with “User limit reached”. To free a seat, cancel a pending invite or remove a team member — or contact us about upgrading your subscription.

Sending an invite

1. From the Team page, click Invite member.
2. Enter the person's email address, first name and last name.
3. Tick Make this person an admin if they should be able to invite and remove team members and end active sessions. Leave it unticked to add them as a standard member.
4. Submit the form.

An invite email is sent to the address you entered. The person follows the link in it, checks their name and chooses a password, and is then signed in as a member of your organisation. From then on they log in with their email address and that password.

What happens next

The invite link stays valid for 14 days. If it is not used in time, the person will see a message telling them the link has expired.

Until the invite is accepted, the person is listed under Pending invites on your Team page, with the date it was sent, who sent it and when it expires. Expired invites stay listed for 30 days, marked Expired, so you can resend them. Once the person accepts, they move to the members table.

Resending or cancelling an invite

Each pending invite has two buttons (hover over them to see which is which):

• Resend emails the invite again with a fresh 14-day expiry. This works for expired invites too, as long as you have a free seat — an expired invite no longer holds one.
• Cancel withdraws the invite. The link in the email stops working straight away, and the seat is freed.

Important Notes

• Invite links expire after 14 days. Resending gives a new 14 days.
• You can grant admin rights when you send the invite, or change a member's role afterwards.
• You cannot invite past your plan's seat limit, and pending invites count toward it — cancel a pending invite or remove a team member first.
• You cannot invite someone who already has an account with us (for example, through another organisation or another subscription). Contact us and we will add them for you.