Skip to main content

​
Inviting Team Members

Grow your team and collaborate effectively.

​
How to Invite

1

Navigate to Team

Click “Organization” → “Team Members”
2

Click Invite

Click “Invite Member” button
3

Enter Details

  • Email address
  • Role (Owner, Admin, Guest)
  • Optional: Personal message
4

Send Invitation

Click “Send Invite”—they’ll receive an email

​
Invitation Methods

Single Invite

Invite one person at a time

Bulk Invite

Upload CSV with multiple emails

Invite Link

Generate shareable invitation link

SSO Provision

Auto-provision via SSO (Enterprise)

​
Roles Overview

All roles can use AI connections they have group access to. Groups control which AI connections users can access.

​
Bulk Invitations

CSV Format:
Steps:
  1. Download CSV template
  2. Fill in team member details
  3. Upload CSV file
  4. Review and confirm
  5. Send invitations

​
Managing Invitations

Pending Invitations:
  • View all sent invitations
  • Resend invitations
  • Cancel pending invitations
  • Set expiration (default: 7 days)
Invitation Status:
  • ⏳ Pending
  • ✅ Accepted
  • ❌ Expired
  • 🚫 Declined
Invitations expire after 7 days. Resend if needed.

​
Best Practices

  • Owner: 1-2 people maximum (organization creator)
  • Admin: Department leads, managers, trusted team members
  • Guest: External contractors, clients, limited access users
Note: All users can access AI connections via groups. Roles control administrative permissions.
  • Send welcome message with invitation
  • Provide getting started guide
  • Assign mentor or buddy
  • Schedule onboarding call
  • Audit team members monthly
  • Remove inactive users
  • Update roles as needed
  • Check external access

Next: Roles & Permissions

Learn about user roles and permissions