Home Setting How do I invite a new team member?

How do I invite a new team member?

Last updated on Aug 27, 2026

Short Answer: Go to Settings > Team, click the 'Invite member' button, fill the 'Email address' and 'Role' fields in the 'Invite members' modal, then submit the form to send the invitation.

PreRequisites

  1. Be signed in

  2. Open Settings > Team

  3. Permission to manage team members may be required

Steps

  1. Open the left nav and click 'Settings', then select 'Team'.
    The Team page opens showing the member list, Status column and the 'Invite member' button.

  2. Click the 'Invite member' button at the top-right of the Team page.
    The 'Invite members' modal appears.

  3. In the 'Invite members' modal, under 'Email address' enter the person's email you can paste or type it.
    The email appears in the Email address field as a token example shown: '[email protected]'.

  4. Under 'Role', click the 'Add role' dropdown and choose the correct role for the invitee.
    A role is selected and displayed in the Role field.

  5. Submit the invite using the modal's primary action if you want to cancel, click 'Cancel' or the 'x' close.
    The modal closes and the new member appears in the Team list typically with a 'Pending' status.

Troubleshooting

  1. Primary submit button is hidden or the modal appears cropped.
    LikelyCause: Window size or modal placement may hide the primary button.
    Action: Resize the browser or scroll inside the modal so the primary action is visible; alternatively refresh the page and retry.

  2. Invitation fails to send or the invite doesn't appear in the list.
    LikelyCause: Incorrect email, duplicate member already exists, network error, or insufficient permission.
    Action: Verify the Email address, check the Team list for an existing entry, refresh the page, and ensure you have permission to invite members.

  3. Invitee says they didn't receive the email.
    LikelyCause: Email went to spam or the invitation expired.
    Action: Ask the user to check spam/junk folders. If the invitation expired, use the re-invite flow see 'Re-invite member'.

Note: The modal title is 'Invite members'. Use 'Cancel' or the 'x' to abort. If you cannot submit, check permissions and network connectivity.