Inviting Team Members

Overview

Team accounts in AlphaTales let you collaborate with colleagues on shared projects. To add someone to your team, you send them an email invitation with a specific role. This guide walks through the invitation process from start to finish.

Who Can Invite Members

Only team Owners and Admins can send invitations. If you do not see the invite option, your current role may not have this permission. Ask your team owner or an admin to either invite the person or upgrade your role.

Sending an Invitation

1. Click the Invite Member button. This button appears on the Team Management page and in the sidebar.
2. In the invitation dialog, fill in the following fields:
   • Email Address -- Enter the email of the person you want to invite.
   • Role -- Select the role for this person: Admin, Contributor, or Viewer.
   • Personal Message (optional) -- Add a note that is included in the invitation email.
3. Click Send Invitation.

The invitee receives an email with a link to join your workspace. Invitations expire after 7 days.

Tip: Choose the Contributor role for team members who need to create and edit projects. Reserve Admin for people who should manage team settings and membership.

Tracking Pending Invitations

After sending invitations, you can track their status:

1. Navigate to the Team Management page from the sidebar.
2. Click the Pending Invitations tab.
3. You see a list of all outstanding invitations with the invitee's email, assigned role, who sent the invitation, and when it was sent.

Resending an Invitation

If an invitee did not receive the email or the invitation expired:

1. Go to the Pending Invitations tab on the Team Management page.
2. Find the invitation you want to resend.
3. Click Resend from the actions menu.

A new invitation email is sent with a fresh expiration date.

Canceling an Invitation

To revoke a pending invitation:

1. Go to the Pending Invitations tab.
2. Find the invitation you want to cancel.
3. Click Cancel from the actions menu.

The invitation link becomes invalid and the invitee can no longer use it to join.

Warning: Canceling an invitation does not notify the invitee. If they try to use the link, they will see an error message.

What Happens When They Accept

When an invitee clicks the link in their email:

1. They are directed to create an AlphaTales account (or log in if they already have one).
2. They are automatically added to your team with the role you specified.
3. They appear in the Team Members list on the Team Management page.
4. They gain access to team projects based on their role.

Next Steps

Learn about the different roles and what each one can do in Roles and Permissions.