Invitations
Invite new people and track Pending Invitations within the Users tab.
Open the Organization pageInviting a User
| Invite User | Opens the invitation dialog. |
| Email Field | Required; the email address of the person being invited. |
| Roles Field | Optional. Leave every role unchecked to invite a regular user. Options depend on org type (Collective: Admin, Builder; Individual: Builder). An Admin can grant either of them; only Owner is out of reach, and it is granted by editing an existing user's roles rather than through an invitation. |
| Agents Field | Optional pre-assignment of the invitee to specific agents. |
Pending Invitations
| Invitation Count | Shows the number of pending invitations. |
| Search | Searches invitations by email. |
| Filter by Status | Filters by All, Pending, Accepted, Rejected, Revoked, Expired. |
| Invitation Row | Shows the invited email, status chip, created/last-resent date, and invited by. |
Invitation Actions
| Resend | Owner/Admin. Resends the invitation; only available 10 minutes after the last send. |
| Revoke | Owner/Admin. Cancels the invitation so the link no longer works. |
Recipient Flow
| Email Link | The recipient gets an email link to respond to the invitation. |
| Accept | Joins the organization with the preset roles and agents. With no preset roles, they join as a regular user and the preset agents still work. |
| Reject | Declines the invitation. |