Team invitations happen under Admin → Members. You need admin or superadmin rights on the workspace to send them.

To invite someone:

  1. Go to Admin → Members and click Invite member.
  2. Enter their email address. You can add several at once, one per line.
  3. Choose a role. User is the default; Admin grants access to workflow

and team configuration; Superadmin is reserved for platform operators.

  1. Assign the member to one or more departments. A member with no department can

sign in but will not see any inbox until they are assigned.

  1. Send. The invitee receives an email with a signup link that expires in seven

days.

Seats are managed inside the portal. Adding a member consumes a seat from your current plan; removing a member frees the seat immediately but does not refund mid-cycle billing. If you run out of seats, the invite form will tell you before sending, and you can add seats from Admin → Billing.

For SSO-only workspaces, invited users still need a matching directory record on your identity provider before they can complete signup.