As a Team Admin, you can invite colleagues to join your team by sending them an email invitation.
Customer-Side Feature
Before Inviting #
- You must have at least one available seat. If your team is full, you need to upgrade your seat tier or remove an existing member before inviting someone new.
- The person you’re inviting does not need to have an account on the store’s website yet. If they don’t have one, they’ll be prompted to create one when they accept the invitation.
How to Send an Invitation #
- (‘ol’, ‘Go to My Team in your portal.’)
- (‘ol’, ‘Click Invite Member (or navigate to the Invite Member portal page).’)
- (‘ol’, ‘Enter the email address of the person you want to invite.’)
- (‘ol’, ‘Select their role: Team Admin or Team Member.’)
- (‘ol’, ‘Click Send Invitation.’)
What Happens Next #
- An invitation email is sent to the address you entered.
- The invitation appears in your team dashboard as “Pending”.
- The pending invitation counts as an allocated seat until it is accepted or cancelled.
- The invitation link in the email expires after 7 days.
Invitation Rate Limit #
To prevent abuse, you can send a maximum of 10 invitations per hour per license. If you hit this limit, wait before sending more.
Resending an Invitation #
If an invitee did not receive the email or the link expired:
- (‘ol’, ‘Go to My Team and find the pending invitation.’)
- (‘ol’, ‘Click Resend.’)
- (‘ol’, ‘A new invitation email is sent and the 7-day expiry clock resets.’)
Cancelling an Invitation #
To cancel a pending invitation:
- (‘ol’, ‘Find it in your team dashboard.’)
- (‘ol’, ‘Click Cancel.’)
- The seat is freed up immediately.
