Invitations
Bring new people in with a secure, role-scoped invite link.
Overview
Invitations let you add new members safely. You send an invite with a pre-set role; the recipient accepts and joins with exactly the access you chose.
This keeps onboarding fast while ensuring nobody gains access they shouldn't have.
How it works
An invite carries the target workspace and role. When accepted, the new member is provisioned with that role automatically.
Invites are single-purpose links tied to the engagement you sent them for.
How to use it
- 1From Team, invite a person by email and choose a role.
- 2They receive an invite and follow the accept link.
- 3On acceptance they join the workspace with the assigned role.
- 4Confirm they appear in the member list.
When to use it
- Onboarding a new analyst to a single engagement.
- Giving a client contact scoped access to their workspace.
Tips & best practices
- Pick the role before sending — it determines what the new member can do on day one.
FAQ
- What if an invite isn't accepted?
- Re-send it from the Team area; the access only activates once accepted.