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Getting Started

How to invite team members

Invite colleagues, set permissions, and manage access to your organisation.

  1. Go to Teams (sidebar).
  2. Select the team you want to add someone to, or create a new team.
  3. Click Invite (or Invite team member).
  4. Enter the invitee's email and assign page permissions (e.g. Manage, Finance, Vault) so they only see allowed areas.
  5. Send the invite. They'll receive an email with a link to Join team (`/auth/join-team`).
  6. After they join, they can switch to this team/organisation and will only see the pages you allowed.
  7. You can edit permissions or remove members from the team later.