Inviting teammates
This sequence guides a user through inviting new team members to their workspace, enabling a streamlined process for adding colleagues and assigning them to permission groups within the Retoo
Preview these flows
This sequence guides a user through inviting new team members to their workspace, enabling a streamlined process for adding colleagues and assigning them to permission groups within the Retoo
Related user flows
Onboarding flow to name organization, configure custom slug, and invite initial team members via modal with role assignment and validation
User opens organization members settings, enters email addresses in inline invite form, selects role, and sends invitations
Inviting new workspace members by email, assigning roles, and managing pending invitations from the members settings page
Inviting new teammates to the workspace via email with role assignment from the members and permissions settings page
Admin opens Team Invite Modal from Members & permissions settings to enter email and assign role for a new program member
Admin configures team members, roles, permissions, and pending invitations from settings data tables and modals
Admin enters Team Settings, fills email invite form, sends invitations, and sees success state with pending invites listed
Open team invite modal from dashboard to add members by email, select project access, and assign roles such as Admin, Contributor, or Viewer
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