Team Invitations

The invitation system allows you to add new members to your organization. This covers both sending invitations and accepting them.

Sending Invitations

Who Can Invite

• Owners can invite members with any role (Owner, Employee, Participant)
• Employees can only invite Participants

How to Send an Invitation

1. Go to the Team page (/org/team)
2. Click the "Invite Member" button
3. Fill in the invitation form:
   • Email - The invitee's email address
   • Name - The invitee's full name
   • Role - Select the appropriate role (Owner, Employee, or Participant)
4. Click "Send Invitation"

What Happens Next

• The invitee receives an email with an invitation link
• The invitation appears in the team list as "Pending"
• The invitee must accept the invitation to join

Accepting Invitations

For New Users

If the invitee doesn't have a Greendex account:

1. Click the invitation link in the email
2. You'll be redirected to the signup page
3. Create an account
4. After verification, you'll automatically join the organization

For Existing Users

If the invitee already has a Greendex account:

1. Click the invitation link in the email
2. Log in if prompted
3. Click "Accept Invitation" on the acceptance page
4. You'll be added to the organization and redirected to the dashboard

Managing Invitations

Viewing Pending Invitations

Pending invitations are displayed in the Team page with a "Pending" status.

Canceling Invitations

Owners can cancel pending invitations from the Team page.

Role Permissions

Troubleshooting

Invitation Not Received

• Check spam/junk folders
• Verify the email address was entered correctly
• Try resending the invitation

Invitation Link Expired

Contact an organization owner to send a new invitation.