Invite people to an organization
Invite someone by email to give them a role in the organization. They join when they accept the invitation, signed in with the address you invited.
Only owners and admins can invite people. Members don't see Invite by email.
Send an invitation
Go to Settings > Organization.
Under Members, click Invite by email.
Enter the person's Email address: the address they sign in with, or will sign up with.
Choose a Role.
Click Send invitation.
The dialog shows "Invitation sent to" the address, with an Accept link. The person gets an email whose subject starts "You're invited to join", with an Accept invitation button. Their row appears under Members, marked pending.
Role | Can |
|---|---|
Member | Work on every Assistant in the organization |
Admin | Also rename the organization, invite people and remove them |
Owner | Everything, including roles, billing and deleting the organization. Only owners see this choice. |
To give someone billing access without making them an owner, invite them as a member or admin, then make them a billing manager once they have joined. See Change roles and billing managers and Roles and permissions.
Invite the exact address the person uses. Only an account with that address can accept, and an address that contains
+can't be used to sign up.
Share the accept link yourself
The dialog's Accept link does what the email's button does. Click Copy beside it to send the link another way, for example when the email may have been filtered. Only the invited address can accept with it.
The link appears only in this dialog. To get it again, cancel the invitation and send another.
Pending invitations
A pending invitation is listed under Members with its role and the date it was sent. It stays valid until the person accepts or declines it or someone cancels it; it doesn't expire.
To send the email again, cancel the invitation and invite the address again. A second invitation to an address that already has one pending is refused with "An invitation for this email is already pending". An address that belongs to a member is refused with "User is already a member of this organization".
Cancel an invitation
Click Cancel on the pending row, then confirm. The link in the email stops working.