Invite someone to your workspace
Send an invitation, pick the right role and department, and fix the errors that stop an invite from going out.
By the end of this you will have sent an invitation. When the person accepts, they get their own Talent, connect their own tools, and start working without touching anything of yours.
Send the invite
- In the sidebar, open Team from the group pinned above your profile card. Team is visible to admins.
- Go to the Invitations tab.
- Enter one work email address, or paste several at once to invite a whole department in one go.
- Choose a role. Member is the everyday role and covers the whole product. Admin adds governance: inviting people, departments, workspace settings. The Admin option appears only if you are the workspace owner.
- Choose a department. The picker appears for members, who always hold one. Admins are workspace wide, so they get no picker.
- Send. Each address goes out as its own invitation and appears in the Invitations tab as pending.
You can also invite straight into one department from that department's detail page. That form locks the role to member and fills the department in for you.
What the new person gets
They sign in, name their Talent, and connect the apps they personally use, for example their own email and calendar. Their Talent acts as them, with their access and nobody else's. Connecting email does not put your inbox in front of them, and it does not put theirs in front of you.
They can browse the Marketplace on day one and adopt anything your team has already published there, which is the fastest way to make a new hire useful in their first hour.
Track, resend, revoke
The Invitations tab lists one row per person, newest first. From a row you can resend or revoke.
Invitations lapse if they are not accepted. A lapsed invite stays in the list so you can see it and resend rather than wondering where it went. Resending creates a fresh invitation and the list keeps showing only the newest one for that email address.
Revoking an admin invitation is owner only. Any admin can revoke a member invitation.
Seats
Every active person in the workspace is one seat, and admins and members count exactly the same. Adding someone changes the seat count on the plan, so invite in the order you actually want to pay for.
A worked example
An operations lead creates an Operations department, pastes four work email addresses into one invitation, assigns all four as members, and selects that department. Three accept the same day and each gets a private Talent. The fourth stays pending, so the workspace adds three seats, not four.
What to check
"Create a department before inviting members." Member invitations require a department and your workspace has none yet. Create one on the Departments tab, then invite.
"This department is no longer available." The department was archived while your invite form was open. Refresh the page and pick an active department.
"Only the workspace owner can invite an admin." Ask the owner to send it, or invite the person as a member now and have the owner promote them afterwards.
The invite button is missing or writes are blocked. Inviting is a write, so it is disabled while the workspace has no live plan or trial. The owner needs to sort billing out in Settings first, then invites work again.
Some addresses in a batch went out and one did not. Each address is sent separately on purpose, so one typo does not block the rest. Fix that address and send it on its own.
The invitation never arrived. Check the spam folder first, then resend from the Invitations tab. If a person changed email address, revoke the old invitation and send a new one rather than resending the stale row.