This feature is available to Team Admins and Team Owners only.
Overview
Inviting team members allows you to grow your team and delegate responsibilities. When you invite someone, they receive an email with instructions to join your team and access Stage3.How to Invite Team Members
1
Navigate to Team Settings
In the main navigation sidebar, click on Administration, then select Team Settings.
2
Access the Members Section
The Team Settings page will load, showing the “Team Members” section by default.
3
Click Invite Member
Click the + Invite Member button, located above the “Team Members” list on the right.
4
Enter Email Address
In the “Invite Team Member” modal, type the email address of the person you want to invite. Ensure the email address is correct.
5
Select Initial Role
Choose the role you want to assign to the new member from the dropdown:
- Administrator: Full permissions to manage settings and members.
- Member: Standard permissions to create and manage processes.
6
Send Invitation
Click the Send Invitation button (icon) to send the email. The invitee will appear in your “Pending Invitations” list.
Email Invitations
When you send an invitation, the recipient receives an email containing:- Your team name and who sent the invitation
- A secure invitation link (valid for 7 days)
- The role they have been assigned
- Instructions for accepting the invitation
Setting Initial Roles
When inviting a new member, you must assign them an initial role. The roles available are:- Administrator: Can manage team settings, billing, and invite other members.
- Member: Standard access to create processes and workflows. They cannot access the Administration panel.
- Owner: This role is typically assigned to the team creator and cannot be assigned directly via invitation.
You can change a member’s role at any time after they accept the invitation. See Managing Roles for more information.
Managing Pending Invitations
Viewing Pending Invitations
In Team Settings, you can see the number of “Pending Invitations” in the metrics at the top. A separate list or tab shows:- Email address of the invitee
- Role assigned
- Date invitation was sent
- Expiration date
- Current status
Resending Invitations
If an invitation expires or the recipient did not receive the email:- Locate the pending invitation in the Pending Invitations list
- Click the Resend button next to the invitation
- A new invitation email will be sent with a fresh 7-day expiration
Canceling Invitations
To cancel a pending invitation:- Find the invitation in the Pending Invitations list
- Click the Cancel button (trash icon)
- Confirm the cancellation
Best Practices
Verify Email Addresses
Double-check email addresses before sending invitations to avoid sending sensitive access to the wrong person.
Communicate Expectations
Let your team member know an invitation is coming so they can look for it.
Monitor Pending Invitations
Regularly check pending invitations and follow up with invitees who have not yet accepted.
Clean Up Expired Invitations
Remove or resend expired invitations to keep your pending invitations list organized.
Troubleshooting
Invitee Did Not Receive Email
If a team member says they did not receive the invitation email:- Ask them to check their spam/junk folder
- Verify you entered the correct email address
- Resend the invitation
- If the issue persists, have them add
[email protected](or your organization’s domain) to their email contacts
Cannot Send Invitation
If you are unable to send an invitation:- Verify you have Admin or Owner permissions
- Check if your team has reached its member limit
- Ensure the email address is not already a team member
- Confirm the email address is not associated with a pending invitation
If you continue to experience issues with invitations, contact your system administrator or support team.