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Invite a teammate

This page is a fill-in template for the app-first teammate invitation flow.

Purpose​

Document how an existing customer invites another person into their workspace directly from the app.

Audience​

  • workspace owners
  • admins who manage team access
  • customer success teammates supporting multi-user setup

Before you begin​

  • [Add which roles are allowed to send invites]
  • [Add any seat, plan, or permission requirements]
  • [Add whether invites are email-only or support share links]

Start in the app​

  1. [Describe where the user begins in the app]
  2. [Describe how they reach team settings or member management]
  3. [Call out the invite teammate CTA]
  4. [Insert screenshot of the invite entry point]

Step-by-step walkthrough​

  1. [Describe where the user enters the teammate email]
  2. [Describe how they choose a role or permission level]
  3. [Describe any optional note, team, or workspace selection]
  4. [Describe how they send the invite]
  5. [Describe what confirmation appears after the invite is sent]

What the inviter should see​

  • [Invitation sent confirmation]
  • [Pending invite state in the member list]
  • [Any resend or cancel actions that become available]

Notes for support and QA​

  • [How to confirm the invite was created]
  • [Common reasons the invite does not arrive]
  • [How long the invite stays valid]