For more details on roles, permissions, and user management features, visit our Manage users guide.

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Invitation process

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How to invite team members

  1. Navigate to Settings → Members.
  2. Click Invite Member.
  3. Enter the user’s email address and select their role (Admin, Member, or Guest).
  4. The invited member will receive an email with instructions to set up their account and password.
Google SSO Considerations:
Invited users must create their account with an email and password during the invitation process. Once their account is created, they can use Google SSO for subsequent logins.

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Required details for invitations

When inviting new members, only an email address is required. The role can be assigned during the invitation or updated later.