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Invitations are the front door to your workspace. Clear roles and timely follow-up prevent “I never got access” threads during launches. Treat pending invites like inventory—review them weekly until cleared.

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Send invites

From Settings → Members, enter email addresses and pick a default role. Invites expire after fourteen days unless resent.

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Bulk import

If your product supports CSV import, validate columns against HR data first—typos in email addresses generate unnecessary support tickets.

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Messaging

Tell people to expect an invite from a specific sender name so corporate filters do not hide it. Link to your internal wiki for “why we adopted this tool.”

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Roles at invite time

You can assign Member, Admin, or custom roles if your plan supports them. You can change roles after someone joins.

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Principle of least privilege

Default to Member unless someone truly needs billing or security settings. Elevate admins in pairs so coverage exists during PTO.

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Revoking invites

Pending invites can be revoked individually. Revocation does not notify the recipient beyond the link no longer working.

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Audit trail

Keep a note if you revoke because someone left the company—helps during access reviews and prevents accidental re-invite from stale spreadsheets.