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Organization admins can invite people by email or create a reusable link. The two methods handle access differently. Members cannot send invitations.

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Invite by email

  1. Open Settings → Organization.
  2. Under Invite members, select Invite by email.
  3. Enter one or more email addresses.
  4. If your organization uses roles, choose one access option and the roles these people should receive.
  5. Select Send invite.
You can paste several email addresses separated by commas, spaces, or new lines. Everyone in the batch receives the same access and roles.

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Choose access

  • Use existing access: New users receive Trial access. Existing users keep their current access.
  • Stakeholder seat: Limits the person to Stakeholder-eligible permissions inside this organization.
  • Legal seat: Uses the person’s existing Legal seat or reserves an available Legal seat from your organization.
See Stakeholder seats and Roles and permissions for details.

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Review pending invitations

Pending invitations appear under Team Management with their assigned access and roles. A Legal seat reservation also appears there. Select Cancel invite to revoke a pending invitation. Canceling an invitation with a reserved Legal seat releases the reservation. A shared invite link lets anyone with the link join your organization.
  1. Open Settings → Organization.
  2. Under Invite members, select Share invite link.
  3. If your organization uses roles, review the access and roles shown for future members. Select Edit automatic member access to change them.
  4. Select Create link, then copy and share it.
Automatic member access also applies to future members who join through Single Sign-On (SSO) or System for Cross-domain Identity Management (SCIM). Changes do not affect existing members.
Legal seats require an email invitation. A shared link cannot reserve or assign one.

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Accept an invitation

The invited person opens the link, signs in or creates an account, and confirms that they want to join. Email invitations work only for the address named in the invitation. After they join, confirm their access and roles under Current members in Organization settings.
Last modified on September 17, 2026