Workflow 7: Invite a team member
Last updated 30 September 2026
- Goal: let a colleague use your plan's credits and receive shared meetings and actions.
- Performed in the browser: partly. The link was created, the invitee page viewed, and the invitation withdrawn. Accepting needs a second account (NOT VERIFIED).
- Settings → Members → Invite someone: type a note (e.g. "Ibrahim Nazeer (Engineering)").
- Make an invitation link. The link is shown only once, with Copy link and Share. No email is sent; send it yourself. It works once, expires in seven days and holds a seat meanwhile.
Invitation created - The colleague opens the link and sees what joining means, then presses Accept invitation (signing in first if needed).
Join page - Changed your mind? Withdraw → "Withdraw this invitation? The link stops working immediately." → OK.
After joining (VERIFIED THROUGH CODE): the member uses your credits and you see their usage but never their meetings; you can set a monthly credit limit per member or remove them. Meetings can then be shared with them from each meeting's Share with your team sheet, and actions assigned to them.