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Inviting team members

How to invite new members to your team and manage existing team membership.

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Written by Promise Ekoriko

Inviting team members

Once you've created a team, you can invite collaborators to join it. Invited members get access to the partner dashboard based on the permissions assigned to their role.

Sending an invitation

  1. From the left sidebar, click Teams.

  2. Click on the team you want to add members to.

  3. Click Invite Member.

  4. Enter the email address of the person you want to invite.

  5. Select their role within the team (roles control what they can see and do — see Understanding the Permission Matrix).

  6. Click Send Invite.

The invited person will receive an email with a link to join the team. If they don't already have a partner account, they'll be prompted to create one first.

Managing existing members

From the Team Detail page, you can see all current members. For each member you can:

  • View their assigned role and permissions.

  • Change their role if their responsibilities have changed.

  • Remove them from the team if they no longer need access.

Pending invitations

Invitations that haven't been accepted yet will show as Pending in the member list. You can resend or cancel a pending invitation from the same view.

Access after joining

Once a member accepts the invitation, they can log in to the partner dashboard and will see the features and data permitted by their assigned role.

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