Inviting a teammate

Send an invite by email and assign a role.

Only Admins can invite new teammates. Invites are sent by email and each one asks the recipient to accept before they get access — nothing happens on their end until they click through.

Sending an invite uses up a seat right away, whether or not it's been accepted yet. See Managing seats for how seats are counted.

Send an invite

Open Team

In the sidebar, go to Team management → Team. This page is only visible to Admins.

Fill in the invite form

Under Invite someone, enter the person's email address.

Choose a role

Pick Admin or Member from the role dropdown. You can read about the difference in Admin vs Member. If you're not sure, invite as Member — you can change the role later, and grant Compliance access separately if they need it.

Send the invite

Click Send invite. The invite appears in the Pending invitations table below the Members table until it's accepted.

Revoking a pending invite

If someone hasn't accepted their invite yet — wrong email address, change of plans, or you just want to free the seat back up — you can cancel it before it's accepted.

Find the invite

On the Team page, locate the row for that email in the Pending invitations table.

Revoke it

Use the revoke action on that row. The invite is cancelled immediately — the link in the original email stops working, and the seat it was holding is freed up.

Once an invite is accepted, it moves from Pending invitations into the Members table and can no longer be revoked — at that point, use Removing a team member instead.

Still stuck? Email support@salescheck.io.