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Inviting members

Directors manage who belongs to the organization.

Open the Members page

Section titled “Open the Members page”
  1. Select the organization name at the top of the sidebar.
  2. Choose Members.

If you don’t see Members, your role doesn’t allow you to manage members. Ask a director.

The Members page, listing each member’s name, email, role, and when they were last active, with an Invite user button

Invite a teammate

Section titled “Invite a teammate”
  1. On the Members page, choose to invite a member.
  2. Enter their email address and pick a role.
  3. Send the invitation.

They receive an email with a link to join. Their account becomes active when they accept. Until then, the invitation shows as pending.

Change a role or remove someone

Section titled “Change a role or remove someone”

From the members list you can change a member’s role or remove them from the organization. A role change takes effect the next time that person signs in.

Give people access to specific work

Section titled “Give people access to specific work”

Inviting someone makes them a member, but facilitators and members only see the work they’re given access to. After they join:

  • Add them to a team so they can see that team’s sessions.
  • Share scenarios with them or with their team.