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Team & Permissions

Invite a Team Member

The invitee receives an email and joins the organization with the selected Worker or Admin role.

BeginnerAbout 4 minReviewed Oct 3, 2026
Owner or AdminAvailable on Free
On this page

Send a workspace invitation and help the person join with the correct account.

Before you start

Role needed: Owner or Admin. Ask an Owner if an action is unavailable.

Plan needed: This task is available on Free. Existing records may remain available after a downgrade; see the plan guide for details.

1

Open Team

Choose Team in the app navigation. Owners and Admins can manage team access.

Role labels and member names are synthetic examples; member email addresses are blurred.
2

Enter the email and role

Enter the teammate's email address. Choose Worker for limited operational access or Admin for broader asset, organization, and team management.

The address shown is a placeholder. The invitation was not sent.
3

Send the invitation

Select Invite Member. The invitee should open the message and accept the invitation. If they already have an account, they should sign in with the invited email.

Tips

Keep in mind

Troubleshooting

The invited person cannot accept the invitation.

Check: Confirm they opened the invitation for the same email address and that the invitation is still pending.

Fix: Ask an Owner or Admin to check Pending Invitations and send a new invitation if needed.

Still stuck? Contact OrbitEquip support.