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You need Admin or Manager. Regular Members cannot invite others.

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Add someone to the organization

  1. Go to Organization Members.
  2. Click Add Member.
  3. Enter their email.
  4. Optionally pick extra organization roles and teams. Every invitee already gets Member.
  5. Send the invite. They show as Pending until they accept.
Add Member to Organization modal with email, roles, and teams
From the members list you can Resend Invite or Revoke Invite on a pending row.
If your org uses domain restrictions or SSO, people on a blocked domain cannot join. See SSO, SAML & SCIM.

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Add someone to a team

You can pick teams in the org invite modal above, or invite from the team itself. From the sidebar
  1. On the Home page, right-click the team.
  2. Select Invite to Team.
  3. Enter their email.
Right-click a team to invite members
From team settings
  1. Right-click the team and open Settings.
  2. Click Add Member and enter their email.
Team settings page with Add Member
From organization settings Open the team under Organization > Teams and add them in Team Members.

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Good to know

  • Inviting someone to a team does not make them Editor on every agent. Share each agent with the role you want. See Sharing roles.
  • Org roles are additive. Change them later from Organization Members. That is separate from an agent’s Editor / Viewer / Use Only role.

User Roles

Admin, Manager, Member

Create a team

Create the team first