Documentation / Feature guides

Invite a teammate by email

Team invites are per-email and single-use: you pick a role, send to one address, and only an account with that exact address can accept.

1. 1

   Open the dashboard

   You should see: The dashboard overview loads

2. 2

   Open Team from the Account section of the sidebar

   You should see: The team page lists current members and any pending invites

3. 3

   Open the invite dialog

   You should see: A dialog opens with a Role dropdown and an Email field

4. 4

   Choose the Analyst role

   You should see: The Role dropdown reads Analyst

5. 5

   Enter the invitee's email

   You should see: qa@drurls.com is accepted, with the note that only that exact address can accept

6. 6

   Create the invite

   You should see: An invite link is generated and the invite appears under 'Waiting to be accepted'