Invitations
Invite new team members to join your workspace — individually or in bulk via CSV upload.
Inviting Individually
Open Invitations
Navigate to Settings → Invitations and click “Invite Member”.
Enter Details
- Email — The person’s email address
- Role — Role to assign (Member, Manager, Admin)
- Department — Optional department assignment
Send Invitation
Click Send. The person receives an email with a link to join.
Bulk Invite (CSV Upload)
For onboarding multiple people at once:
- Click “Bulk Invite”
- Download the CSV template
- Fill in name, email, role, and department for each person
- Upload the completed CSV
- Review the import preview
- Click Send All
Managing Invitations
| Status | Meaning |
|---|---|
| Pending | Invitation sent, awaiting acceptance |
| Accepted | Person has joined the workspace |
| Expired | Invitation link has expired |
- Resend — Send the invitation email again
- Revoke — Cancel a pending invitation
For the invitee’s experience, see Accept an Invitation.
Last updated on