Invite a user
Overview
Add a person from setup or Admin / Governance.
Before you start
- You can invite users.
- A role is available.
Complete the workflow
- Go to Invite your team.
- Enter Name.
- Enter Email.
- Choose Role.
- Click Invite teammate.
- Track acceptance from Admin / Governance.
Review the result
The invite is created and can be accepted by the user.
Troubleshooting
- If email delivery is not configured, copy the manual invitation link.
- If Role is empty, review roles in Admin / Governance.