Inviting team members

On Team Settings, Invite tab, enter the invitee's email address and role. With Require confirmation the invitee gets a link by email to register or join with an existing account; with it switched off the account is created at once and a generated password is emailed (an existing user is simply added to the team). If the team belongs to a company group, the invitation can cover every team in the group.

1. Open Team Settings and choose the Invite tab.
2. Enter the Email and choose a Role: Admin, Editor or Member.
3. If the team belongs to a company group, choose the Invitation scope: This team only or Entire company group.
4. Decide whether to Require confirmation (on by default).
5. Optionally, under Assign to projects, pick the projects the invitee automatically joins.
6. Click Add.

With confirmation: the invitee receives a link by email, valid for 7 days. Without an account they register through the link and set their own password; with an account they accept the invitation after logging in. The invitation can only be accepted from the email address it was sent to. Until then it is listed under Pending Team Invitations, where you can also cancel it.

Without confirmation: the account is created at once. The invitee gets the generated password by email, plus a link to request a new password. If the address already belongs to an existing account, no new account is created: the user is added to the team immediately and notified.

Only a team admin can send invitations.