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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 The link was created, the invitee page viewed, and the invitation withdrawn.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).
  1. Settings → Members → Invite someone: type a note (e.g. "Ibrahim Nazeer (Engineering)").
  2. 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
  3. The colleague opens the link and sees what joining means, then presses Accept invitation (signing in first if needed).
    Join page
  4. 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.