Beside Flow Example: Inviting teammates
Preview this Beside user flow: Inviting teammates. Explore the opening screens.
Preview these flows
From workspace members settings, open invite modal to add teammates by email, assign phone number and role, and view billing impact of new seat
Related user flows
Admin manages workspace members, assigns roles, and configures MFA/SSO from the Members & permissions settings page
User opens workspace members settings modal to view existing members and roles then invites new teammates by email
Configuring team name, ID, inference results retention, and managing members plus invitations from the team settings page
User opens partner invite modal from profile settings, enters email, sends invite, and sees success confirmation
Onboarding flow for inviting new members to a new organization by entering emails, selecting roles, and sending invitations, ending in a success modal.
User accesses Workspace Members Settings to enter email addresses, select Member or Manager roles, and send invitations while viewing pending invitations
Host opens invite options from the video recording studio editor and sends session access via shareable link or email
Admin views and manages users list, roles, and exports CSV from Users Settings page
Workspace admin views and edits member list, roles, and pending invitations from settings page
User views program members list in settings, selects role options, and sees success toast after role update completes
Invite new project members by email from Team Settings and view owner plus invited roster
Admin configures organizational structure by managing departments, levels, and roles in workspace settings for account maps
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