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How do I invite someone to my team?

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Where: Settings → Team & security → Team (Invites section)

Open this page: admin.<your-site>/settings/team (replace <your-site> with your site address)

Before you start

  • You need the owner or an admin account.
  • Decide the person's role. See roles.

Steps

  1. Open Settings → Team & security → Team.
  2. Press Invite someone.
  3. Enter Email and Name.
  4. Choose the Role.
  5. Optional: turn on Also create an author profile.
  6. Press Invite. The box says "Invite created. Copy the link and send it to {name}. It works once and expires {time}."
  7. Press Copy invite link and then Close. Send it to the person yourself.

Good to know

  • The link is shown once. Copy it before you close the box.
  • Pending invites appear under Invites with the status Waiting. Other statuses are Joined, Expired and Cancelled.
  • To cancel, press Cancel invite and confirm. The link stops working.

Common problems

  • The person lost the link. Cancel the invite and create a new one.
  • Status is Expired. Create a new invite.

Questions

Frequently asked questions

Does Keynate email the invite?

The screen asks you to copy the link and send it yourself.

How long does an invite last?

It expires. The box shows when. Create a new invite if it expires.

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