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Inviting teammates

User flow from Otter.

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Onboarding flow to name organization, configure custom slug, and invite initial team members via modal with role assignment and validation

Onboarding wizard collecting personal details, relationship status, children info, state of residence, and executor names to generate a basic will

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Zaro logo

Inviting teammates

7 screens

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FromZaro
Zaro - The Context Layer for Enterprise AI screen
Zaro - The Context Layer for Enterprise AI screen
Zaro - The Context Layer for Enterprise AI screen

Inviting new workspace members by email, assigning roles, and managing pending invitations from the members settings page

User selects primary use case, content goals, discovery source, and starting tools to personalize workspace in Riverside

User selects role and company size then completes workspace checklist including data send, dataset creation, and teammate invites in Axiom

Extend logo
extend screen
extend screen

Inviting new teammates to the workspace via email with role assignment from the members and permissions settings page

Lithic logo
Lithic - Program Settings screen
Lithic - Program Settings screen
Lithic - Program Settings screen

Admin opens Team Invite Modal from Members & permissions settings to enter email and assign role for a new program member

Visitors logo
visitors.now/onboarding/account screen
visitors.now/onboarding/account screen
visitors.now/onboarding/account screen

Multi-phase onboarding that sets up account profile, first analytics project, revenue provider integration, and tracking script installation for Visitors web analytics

Admin configures team members, roles, permissions, and pending invitations from settings data tables and modals

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