Overview
Add new members to your workspace by sending email invitations through the People management settings. This tutorial walks through accessing the invitation interface, entering email addresses, and sending invites that allow recipients to join your workspace with appropriate role assignments.
Learning Objectives:
Navigate to workspace People settings from the left panel
Locate and use the Invite button
Enter valid email addresses for team members
Send invitations and verify confirmation
Manage pending invitations
Understand role assignments for new members
Prerequisites
You'll Need:
Workspace administrator or owner role
Access to the workspace People management section
Valid email addresses for all invitees
Understanding of role assignments (Member vs. Admin)
At least one available user license (depending on your plan)
Important: Only workspace administrators can invite new members. If you don't see the People tab or Invite button, you lack the necessary permissions.
Inviting Team Members
Access the People Management Section
Navigate to the left panel and locate the workspace navigation menu
Click the "Settings" icon (⚙️) at the bottom of the left panel
Select "Workspace Settings" from the settings menu
Click the "Members" tab in the workspace settings page
Result: The People management page loads displaying current workspace members and an "Invite" button at the top.
Note: The Settings icon appears as a gear at the bottom of the left panel. If you don't see it, you may not have administrator permissions.
Initiate a New Invitation
Locate the "Invite" button at the top-right of the People page
Click the "Invite" button to open the invitation dialog
Result: The invitation dialog opens with an email input field and role selection.
Tip: The Invite button is prominently displayed and easy to locate. It's typically the primary action button on the People page.
Enter Email Address
Click in the "Email" field to activate it
Type the complete email address of the person you want to invite
Double-check the email address for typos or errors
Result: The email field contains the recipient's address.
Warning: Verify the email is correct before sending. Invitations sent to wrong addresses can create security risks if someone else claims the invitation.
Send the Invitation
Click the "Send Invite" button below the email field
Result: The invitation is sent and a confirmation message appears: "Invitation sent to [[email protected]]"
Result: The recipient receives an email with instructions to join your workspace.
Result: A pending invitation appears in your People list with a "Pending" status indicator.
Tip: Send yourself a test invitation first to verify the process works correctly before inviting your entire team.
Managing Pending Invitations
View Invitation Status
Scroll through the People list to see pending invitations
Locate the "Pending" status in the invites tab next to the members tab
Check the date sent to track how long the invitation has been pending
Result: You can monitor which invitations are still awaiting response.
Note: Pending invitations expire after 14 days. If not accepted, you'll need to send a new invitation.
Resend an Invitation
Click the three-dot menu (⋯) next to a pending invitation
Select "Resend Invitation" from the dropdown menu
Result: A new invitation email is sent to the recipient.
Tip: Resend invitations for recipients who may have missed the first email or whose invitation expired.
Cancel a Pending Invitation
Click the three-dot menu (⋯) next to a pending invitation
Select "Cancel Invitation" from the dropdown menu
Result: The pending invitation is canceled and the recipient can no longer use it to join.
Warning: Once canceled, the invitation link becomes invalid immediately. The recipient must receive a new invitation to join.
Best Practices
Send test invitation first: Always test the process with your own email or a colleague's before inviting your entire team to verify it works correctly.
Verify email addresses: Double-check all email addresses for typos before sending. Incorrect emails sent to wrong people can create security risks.
Assign appropriate roles: Start with Member role for most people. Use Admin role sparingly and only for trusted individuals who need administrative access.
Set expectations in invitation: Tell recipients what to expect in the invitation email so they recognize it and don't mistake it for spam.
Monitor pending invitations: Check the People page weekly and cancel invitations that have been pending for more than 7 days. Resend if still needed.
Common Questions
Q: How many people can I invite at once?
A: You can invite one person at a time through the People page.
Q: What happens if I invite someone by mistake?
A: Cancel the pending invitation immediately from the People page. If they've already accepted, you'll need to remove them from the workspace.
Q: Do invited members count toward my billing?
A: No. Billing only counts members who have accepted the invitation and joined the workspace. Pending invitations don't count toward your user limit.
Q: Can I invite someone with a different email domain?
A: Yes. TeamAI doesn't restrict invitations by email domain. You can invite anyone with a valid email address.