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Help center/Members and roles

Invite a team member

Send an approved invitation to add another user to your tenant.

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Members and roles4 min readUpdated May 2026

Who can invite members

Admins and owners can invite new members. Some roles may be limited to viewing records or reviewing evidence.

Send the invite

  1. 1Open Settings > Members.
  2. 2Select Invite member.
  3. 3Enter the person's work email.
  4. 4Choose the role.
  5. 5Send the invitation.

What the invitee sees

The invitee receives an email with the tenant name, role, inviter, and expiration date. They can accept and create an account using the invited email.

Related

Keep going in this area.

Resend, cancel, or expire an invitation

Manage pending invitations without creating duplicate users.

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Choose roles and permissions

Pick the right role for admins, operators, auditors, and reviewers.

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Remove a member from a tenant

Offboard a user while preserving their historical audit events.

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