Invitations

Teammates and clients join an organization through an invitation. Owners and admins create invitations under Settings › Members; the invitee receives an email with a link that works once and expires after 14 days.

#Before you start

• Only owners and admins can invite. Members and viewers do not see the invite form.
• Your plan needs a free seat. Members plus pending invitations count toward the limit; see Members and roles for the seats on each plan.
• Decide on the role first. Member is the default; use Viewer for read-only colleagues and Client for customers who should only see shared reports. Owner cannot be assigned through an invitation; promote the person after they join.

#Send an invitation

1. Open Settings › Members.
2. Type the address into Invite by email.
3. Pick a Role: Admin, Member (default), Viewer or Client.
4. Click Create invitation.

The result reads "Invitation emailed to {email}. You can also share the link. It works once and expires in 14 days." A Copy button sits next to the link.

The email's button is Accept the invitation and it notes "The link works for 14 days."

#If the email does not arrive

Copy the link and send it yourself through chat or your own email. The link is the invitation; the email is only one way to deliver it. If sending fails on the server side, the page still shows the link so you can share it.

#Messages you may see

#Pending invitations

Below the form, the Pending invitations list shows each open invitation with its role and "Expires {date}". Click the revoke button to cancel one; the link stops working immediately and the seat is released. Accepted invitations disappear from the list and the person appears among the members.

#What the invitee sees

Opening the link shows a page titled Join {Org} with the line "{Inviter} invited {email} to join as a {role}."

#Signed out

Two choices:

• Create an account to join: the signup form with the invited email pre-filled. After confirming the address, the person is added to the organization and does not go through the "Name your organization" step for a new workspace.
• I already have an account: the login page, after which the invitation is accepted.

Invitation links work even when public sign-ups are closed.

#Signed in

The page shows Join {Org} and "Signed in as {email}. Switch account". Clicking Join {Org} adds the organization to the account; it appears in the Organization section of the account menu.

#The address must match

The invitation is bound to the email it was sent to. Someone signed in with a different address sees "This invitation was sent to {email}. Sign in with that address to accept it." Use Switch account, sign in with the invited address, and open the link again. If the person wants to use another address, revoke the invitation and send a new one.

Note: Joining through an invitation never uses the invitee's Free plan slot. Only organizations a person creates count toward the one-Free-plan rule.

#Invalid links

An expired, revoked or already used link shows "This invitation isn't valid" with one of:

• "It has already been used." Each link works exactly once. If the person needs access again, add them with a new invitation.
• "It may have expired or been revoked. Ask the person who invited you for a new link." Invitations expire 14 days after they are created.

#After joining

The new member lands in the organization with the role you chose. They can change their own theme and email preferences straight away. If you need to adjust their role, use the dropdown on their row in Members; see Members and roles.

#Related

• Members and roles
• Create your account
• Sign in and passwords
• Workspaces and organizations