Team & Invitations

The Team area is admin-only. A staff member without the admin role cannot see the team, the pending invitations, or the invite form, and cannot reach them by URL. Nobody — admin included — can change their own role. See Roles & Permissions.

Inviting staff #

Add a staff member by sending a signed invitation link (UserInvitation). The invitee accepts the link to join your agency with the role you assigned. Invitations expire, and pending invites count toward any team-member limit on your plan.

Inviting the same address twice does not send two competing invitations: the one already outstanding is refreshed and emailed again, and the confirmation says so by name.

Only the invited address can accept. The link is checked against the address it was sent to, so a forwarded link does not let somebody else take the role: a person signed in as another account is told which address the invitation is for and is not offered the button. Expired and revoked invitations are refused at the moment the button is pressed, not only when the page is first opened.

Pending invitations #

The Team page opens with Pending Invitations — everyone invited who has not joined yet, marked Pending or Expired, with Resend and Revoke on each row. When nobody is outstanding the list says so, so "did my invitation go out?" always has a visible answer. The same list is also a page of its own under Team.

Managing the team #

The Team area lists your staff, their roles, and lets you adjust roles and permissions or remove members. Removing somebody — one row, or several at once — removes them from this agency only: their account, and their membership of any other agency, are left alone.

Multi-agency membership #

Because a user can belong to more than one agency, accepting an invitation adds the agency to their account rather than creating a separate login.