Overview
Member management is an invitation-first model based on email addresses. A user with permission to invite members picks a target organization, team, or project and a role; access is activated the moment the invitee opens the link and accepts.
Sending Invitations
From the Members screen in the console, pick an email and role and send the invitation. The flow branches based on whether the recipient already has an account.
An invitation email including a password-setup link is sent. The link is valid for 72 hours.
An invitation link that can be accepted immediately after sign-in is emailed. The link is valid for 48 hours.
Invitation States
Invitations move through three states from the moment they are created. Admins can filter the list by state.
Sent but not yet accepted. Valid until expiration.
Accepted and reflected in the member list.
Passed its expiration, or invalidated by a resend.
Accepting an Invitation
When the recipient opens the link, the invitation details are shown, and the role is granted upon acceptance.
For example, a user invited to a project is automatically registered as a basic member of the parent team and organization so they can navigate to it.