Invite members
Team invitations exist in the cloud for organizations. Under Members in the web app, Owner and Admin invite colleagues by email.
This does not apply to Solo or Offline. Solo is the single-seat tablet product with sync as backup, without a team. Offline has neither admin nor members. See Solo, Offline, and Cloud.
Send an invitation
- Open Members in the web app
- Choose Invite member
- Enter email, name, and role
Roles you can assign when inviting: Admin, Conservator, Registrar, Viewer. The Owner role stays with the organization owner.
The invitee receives an email with a link (valid for 7 days). After they click it, their status is Active; until then they appear as Invited. Owner and Admin can resend pending invitations. If the email does not arrive, Members also has Copy invite link so the URL can be shared directly.
Someone who is already a member of the organization cannot be invited again.
Conservators, registrars, and viewers do not see the invite action.
Roles after the invitation
Owner and Admin can change other members’ roles and remove members (not themselves, not the Owner). Promoting an existing member to Admin is limited to the Owner and platform Super-Admins.
When a role changes, the member receives an email with the previous and the new role.
Role overview: Roles & permissions.