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Understanding the Invitation Process

Inviting team members is a straightforward process that allows you to expand your organization and delegate responsibilities across your team.

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Before You Begin

You must have Admin or Manager permissions to invite new members. Ensure you have the email addresses of those you want to invite and know which roles they should have.

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How to Send Invitations

Navigate to the Members section in your Organization Settings, click the ‘Invite Member’ button, enter the email address, select a role, and optionally add a personalized message.

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Managing Pending Invitations

You can track, resend, or cancel pending invitations from the Invitations tab in the Members section. Invitations expire after 7 days if not accepted.

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Onboarding New Members

Once members accept invitations, help them get started by pointing them to relevant resources, introducing them to key projects, and explaining your organization’s workflow.

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Conclusion

Inviting team members is a key step in building your organization in Allomia. Properly onboarding new members ensures they can quickly become productive contributors.