Help / Admin & Trust

Invite a Team Member

Send an invitation email with a seat type of Contributor or Leader, or generate a shareable invite link instead.

Open in Everview

Invite a new member from the Members card in the Organization Menu, either by email or by sharing a link.

Send an invitation

  1. Open Members from the Organization Menu and click + Invite Members.
  2. Enter the person's address in the Email field ("To:").
  3. Choose a Seat Type: Contributor or Leader. There's no Guest seat type — those are the only two options.
  4. Click Send Invitation Email to email them a link, or Generate Link Only to get a shareable link without sending an email.

If you generate a link instead of sending an email, it appears in a read-only Invitation Link field with a Copy button next to it — share it however you like.

What to do about it

The person you invite lands in the Pending status until they accept — see Accept a Team Invitation for what they'll see. Once they've joined, manage their seat type and access from Manage a Member's Seat Type and Access.