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Guides and workflows / Invite your team

Invite your team

Overview

Send an invite or copy a manual invitation link.

Before you start

  • You can access the setup flow.
  • At least one role is available.

Complete the workflow

  1. Go to Invite your team.
  2. Enter Name.
  3. Enter Email.
  4. Choose Role.
  5. Click Invite teammate.
  6. Copy the manual invitation link if email delivery is not configured.

Review the result

You should see a notice that the staff invite was created.

Troubleshooting

  • If Invite teammate is disabled, check Name, Email, and Role.
  • If email is unavailable, use the manual invitation link.