Invite a colleague
Send the invitation
Section titled “Send the invitation”- Open Settings → Organization → Users. Open in Teamhood
- Select Invite user.
- Enter the person’s Email.
- Pick a Role. The role decides what the person may do once they are in. See Roles and permissions.
- Optionally pick Teams. You can change the role and the teams later.
- Select Send invite.
The invitation is emailed for you. The person appears in the Users list immediately with the status Pending invite.
If the email does not arrive
Section titled “If the email does not arrive”Open the row’s actions menu and choose Copy invite link. The dialog that confirmed the invitation shows the same link and the date the link expires.
Treat the link like a password. Whoever opens the link can accept the invitation and create the account. Send the link only to the person it is for.
Withdraw an invitation
Section titled “Withdraw an invitation”Use the row’s actions menu to revoke a pending invitation. The link stops working and the row leaves the list.
If you cannot see the Invite user button
Section titled “If you cannot see the Invite user button”Inviting is part of managing users, which is the Manage users & teams row in Settings → Roles. If your role does not have that row, the button is not shown to you at all. Ask an administrator.