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Inviting team members

Share your knowledge base by inviting colleagues to your workspace.

Prerequisites​

To invite members, you need:

  • Admin or Owner role in the workspace
  • Available seats on your plan

Sending invitations​

  1. Go to Settings > Team
  2. Click Invite Member
  3. Enter email address(es)
  4. Select a role:
    • Member - View and search
    • Admin - Manage documents and settings
  5. Click Send Invitation

Invitees receive an email with a link to join.

Invitation status​

StatusMeaning
PendingInvitation sent, not yet accepted
AcceptedUser joined the workspace
Expired7 days passed without acceptance

Managing invitations​

Resend invitation​

  1. Find the pending invitation
  2. Click Resend
  3. New email is sent

Cancel invitation​

  1. Find the pending invitation
  2. Click Cancel
  3. Link becomes invalid

After acceptance​

New members can immediately:

  • View all workspace documents
  • Search the knowledge base
  • Use search links and instruction sets

Admins can also:

  • Upload and manage documents
  • Manage tags
  • Invite other members

Limits by plan​

PlanMax team members
Starter1
Team10
Business50
EnterpriseUnlimited

Troubleshooting​

Invitation not received​

  • Check spam/junk folder
  • Verify email address is correct
  • Resend the invitation

"Invitation expired" error​

Invitations expire after 7 days. Send a new invitation.

"Plan limit reached"​

Upgrade your plan or remove inactive members to invite new ones.

See also​