Inviting a Team Member to Your Workspace

Only users with the Admin role can invite new members to a workspace. Invitations control both access and permission levels within the workspace.

Where to Invite From

All team invitations are managed from:

Workspace → Team

This section lists all existing members, their roles, and invitation statuses.

Step-by-Step: Sending an Invitation

1. Open the Team tab inside your workspace.

2. Click the Invite users button located at the top-right of the page.

3. An invitation modal opens.

   
4. In the Email Address field, enter the user’s organization email address.

5. From the Select role dropdown, choose the role to assign:

   • Admin – Full access to manage workspace settings, users, rules, workflows, and permissions.

   • Approver – All Editor permissions plus the ability to review and approve changes across rules, data sources, and workflows.

   • Editor – Permission to create, edit, and view rules and workflows. No access to workspace settings or integrations.

6. Click Send Invite.

Once sent, the system immediately emails an invitation link to the user.

Invitation Status: Pending vs Active

After sending an invite:

• The invited user appears in the team list with a Pending status.

• The Pending tag remains visible until the user accepts the invitation.

• After acceptance, the status updates automatically and the assigned role becomes active.

No manual activation is required from the Admin after acceptance.

Invitation Link Validity

Each invitation email contains a secure invitation link.

• The link is valid for 15 days from the time it is generated.

• After 15 days, the link expires automatically.

• Expired links cannot be reused and will not allow the user to join the workspace.

For security reasons, invitation links should not be shared outside the intended recipient.

Resending an Expired or Unused Invitation

If a user has not joined before the invitation link expires:

1. Go to Workspace → Team.

2. Find the user with the Pending status.

3. Click the three-dot (⋯) menu next to the user’s name.

4. Select Resend Invitation Link.

This action generates a new invitation link and sends it to the user via email. The 15-day validity period resets from the time of resend.

Additional Notes

• You can resend invitations multiple times until the user joins.

• Role assignment can be changed later after the user becomes active.

• Invitations can only be sent to valid email addresses.

• Removing a pending user cancels the invitation immediately.

This process allows controlled, auditable access to your workspace while maintaining role-based permissions.