Create an invitation
Create an invitation to join a TeamComms organization
An invitation asks a person to join your organization by email. Use it to add teammates or collaborators to an organization you manage.
You choose the email address, the person's role, and, if you want, a team to add them to.
Before you begin
- You must be an owner or admin of the organization. Members cannot invite people.
- The person you invite must sign in to TeamComms before they can accept.
Steps
1. Open the organization
Open your user menu (your avatar), select Dashboard, then open the organization you want to invite someone to.
2. Open the invite dialog
Select Invite at the top of the organization. You can also open the Invitations page and select Invite new Member. The Invite a member dialog opens.
3. Enter the email address
In the Email field, type the email address of the person you want to invite.
4. Choose a role
Open the Role list and choose one of these:
- member: read-only on organization data. This is the default.
- admin: full access except deleting the organization and changing the owner.
- owner: full access.
5. Optionally choose a team
Open the Team list and select a team if you want the person to join that team as well. This step is optional. If you skip it, the person joins the organization but no team.
6. Decide whether to resend
The Resend Invitation (if already sent) box is checked by default. Keep it checked to send the invitation again when the person was already invited. Clear it to avoid a second email.
7. Send the invitation
Select Invite Member. Teamcomms sends the invitation email and shows "Invitation sent successfully!".
What happens next
- The invited person receives an email with a link to the invitation.
- The invitation appears on the organization's Invitations page with a pending status.
- The invitation expires on the date shown on the Invitations page. After that date, the person can no longer accept it.
- Owners and admins can cancel a pending invitation from the Invitations page.
The person does not get access until they accept. Accepting makes them an organization member, and joining a team happens only if the invitation included a team.