Invite members and team roles

Invite people#

1. Open Teams, then the team, then the Members tab.
2. Click Add members.
3. Under Invite by email, enter each address and pick a role. Use Add another for more rows. You can invite up to 50 people at once.
4. Click Send N invites (Send 1 invite for one person).

You need the Admin role or higher to invite. New invites default to Viewer.

• Someone who already has an account gets an email and sees the invite in Teams → Invitations.
• Someone without an account gets an email that takes them to sign up. The invite is waiting once they do.

Pending invites are listed under Pending invitations, with Resend invitation and Cancel invitation in each row's menu.

Accept or decline an invitation#

Open Teams → Invitations and click Accept or Decline. Once you accept, you'll see "You joined" and the team's name.

Roles#

Each role can do everything the roles below it can.

On team pages you only see the actions your role allows. Elsewhere, such as Integrations and Templates, every role sees the same buttons, and Signalsant shows an error if your role is too low.

Change a role or remove a member#

On the Members tab, change the Role in a member's row, or choose Remove from team from the row's menu. You need the Admin role or higher; rows you can't manage show a lock. Changing the role of a pending invite sends a fresh invitation.

Leave a team#

Open the team's Details and use Leave team, or pick it from the team's menu on Teams. The owner can't leave their own team.

Good to know#

• Ownership can't be transferred, and nobody else can be made Owner.
• There's no limit on team size.