Invite your team

Bring your recruiters, hiring managers and anyone else who needs to see candidates into your workspace. Each person gets an email invitation and joins with the role you choose for them.

1. 1

   Step 1: Invite member

   Opens the invitation form.

2. 2

   Step 2: Members

   Each row shows a person's role, their scope (Org-wide or the number of companies they can see), how many permission overrides they have and whether they are active.

3. 3

   Step 3: Member menu

   Change someone's role and scope, edit their permission overrides or remove them from the organization. The owner row shows a lock when nobody may change it.

4. 4

   Step 4: Pending invites

   Invitations that have not been accepted yet, with when each one expires.

Send an invitation

1. Go to SettingsTeam & permissions. You can also press ⌘ K and choose Invite member.
2. Select Invite member.
3. Enter your colleague's Email.
4. Pick a Role. Under the picker you see in plain words what that role Can do and what it has No access to.
5. Choose a Scope: Org-wide (all companies), or Specific companies if your workspace has more than one.
6. If one person needs a little more or a little less than their role gives, open Permission overrides (optional). Most people never need this.
7. Select Send invite.

Your colleague receives an email with a link. The form also shows that Invite link with a Copy button, so you can send it through chat if the email is slow to arrive.

For what each role can do, see Roles and permissions.

What your colleague sees

The link opens a page that says which workspace invited them and with which role. They select Create account or Sign in, using the email address you invited, and then Accept invitation.

A few situations are handled for them:

• Signed in with another address. The page says Different account and asks them to sign out and use the invited address.
• They signed up without using the link. When they reach setup, the invitation is waiting for them there instead of the form for a new organization.
• They already have a workspace of their own. The invitation appears at the top of their dashboard, with Accept and Decline.

Manage pending invitations

Invitations not yet accepted are listed under Pending invites on the team page.

• Copy link shows the invitation link, ready to copy, so you can send it another way, for example in a chat message. It is there for as long as the invitation is pending. The link only lets the invited address join: whoever opens it must sign in with that address.
• Resend sends the email again with the same link and gives it another 7 days.
• Revoke cancels the invitation. The link then shows Invite revoked.

An invitation sent before links were kept cannot show its link. Copy link then offers Create a new link: the link in the earlier email stops working, and the new one can be copied at any time. A workspace handover's invitation to the customer has a Copy link too, for the Owner who sent it.

An invitation expires after 7 days; the link then says Invite expired and asks them to get it resent. Until the next daily cleanup, an expired invitation stays under Pending invites, marked Expired, with no Copy link; Resend still gives it a new link and another 7 days. The cleanup then takes it off the list, and to bring that person in you invite them again. Inviting the same address again replaces the earlier invitation rather than creating a second one. You cannot invite someone who is already a member.

Who can invite

Owners and Admins can send, resend, copy and revoke invitations. Only an Owner can invite someone as another Owner, and only an Owner can see or resend the link of an Owner invitation. Everyone else can open the team page and see who is on it, but cannot change anything.