Invite a member to a product

Send an invitation

1. Confirm the intended organization workspace and select Teams.
2. Select the Invitations tab.
3. Enter the invitee's exact Email address.
4. Choose Role: Member or Admin.
5. Choose an active Product available to the organization.
6. Review all three selections, then select Send invitation once.

Track a sent invitation

• Filter by Pending, Accepted, Expired, or Revoked to find the invitation.
• Resend is available for a pending invitation when the intended recipient needs a new email notification.
• Revoke invalidates a pending invitation that should no longer be usable.

Accept an invitation

1. Open the invitation using the email sent to the exact invited address.
2. Select Continue. Existing accounts proceed to sign in; new accounts may be asked to set up a password in a secure pop-up.
3. After password setup reports Password Changed, close that window and return to the invitation page.
4. Select Check password setup when shown, then complete sign-in.
5. On Join your team, select Accept invitation.
6. Confirm the Customer Platform opens the invited organization workspace.