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Inviting staff members

Send team invitations from Settings.

4 min read

Step 1
Send an invite
From Roles & Permissions → Invites (or Invite Staff flow), enter work email, name, and role. The invitee receives email to verify and set a password.
Pending invites remain listed until accepted or cancelled.
- Use official work emails for auditability.
- Assign minimum permissions first; expand later via role edits.