# 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**

<figure><img src="/files/L9EFwY47m491lJPc1vd9" alt=""><figcaption></figcaption></figure>

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.<br>

   <figure><img src="/files/1wZYLhOUYh6H8Op3kEAb" alt=""><figcaption></figcaption></figure>
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

<figure><img src="/files/cBRjtNycrCcqSR6LOCtG" alt=""><figcaption></figcaption></figure>

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:

<figure><img src="/files/w1nURu4LqGKxbWjVMh7f" alt=""><figcaption></figcaption></figure>

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.


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