Invitations

Invite new people and track Pending Invitations within the Members tab.

Open the Organization page

Inviting a Member

Invite MemberOpens the invitation dialog.
Email FieldRequired; the email address of the person being invited.
Roles FieldAt least one role required; options depend on org type, and an Admin can grant only Builder/Member.
Agents FieldOptional pre-assignment of the invitee to specific agents.

Pending Invitations

Invitation CountShows the number of pending invitations.
SearchSearches invitations by email.
Filter by StatusFilters by All, Pending, Accepted, Rejected, Revoked, Expired.
Invitation RowShows the invited email, status chip, created/last-resent date, and invited by.

Invitation Actions (Owner/Admin)

ResendResends the invitation; only available 10 minutes after the last send.
RevokeCancels the invitation.

Recipient Flow

Email LinkThe recipient gets an email link to respond to the invitation.
AcceptJoins the organization with the preset roles and agents.
RejectDeclines the invitation.