Bring a teammate in with the right role and a working seat: send the invite as an administrator, choose operator or administrator, and know what happens if the plan runs out of seats.
Both halves matter — sending requires an admin account, and acceptance re-checks the seat limit, so an invite created under one plan may still expire under another.
1. Send the invite
- Open /settings/members with an administrator account. Operators cannot send invitations.
- Enter the teammate's email and choose operator for day-to-day runs or administrator when the person must manage members and settings.
- Click Invite and confirm that the invitation appears as pending. Delivery time depends on the email provider.
Default to operator for day-to-day work and reserve administrator for people who must manage members and settings. After clicking Invite, confirm the invitation shows as pending before assuming delivery — email timing varies by provider.
2. Accept the invite
- The teammate opens the received `/accept-invite?token=…` link and creates a password that meets the requirements shown on the page.
- After acceptance, the product starts the session and redirects the person to /dashboard without another login step. Confirm that the intended role is active.
- The seat limit is checked again at acceptance. If no seat is available, the invitation expires and the person is asked to contact an administrator; review members or the plan before sending a replacement.
Acceptance creates the user, starts the session, and lands the person on /dashboard without a second login. If no seat remains at acceptance time, the invitation expires and the person is asked to contact support — plan changes mid-flow are handled here, not at send time.