Users & Team Invitations

Check that the new teammate has an unused email address, an appropriate role, and a seat available on the plan.

1. 1
   Open Users and create an invitation with the person's email and role.
2. 2
   Send it, then check the pending invitation list.
3. 3
   Resend an expired invitation or revoke one sent in error; check the user's status after acceptance.
4. 4
   Check the pending invitation's email and role before asking the person to accept it.
5. 5
   After acceptance, confirm the user's status and access in the intended company.

If the invite was sent to the wrong email, revoke it and issue a corrected one.

An invitation is not the same as an active user. Check both the invitation and user status before granting access.

WARNING: Revoke an unintended invite promptly. Disabling a user is distinct from revoking an unused invitation; check both the user status and invitation state.