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User management

Invite a member

Invite a person and link their verified account to your organization.

Before you invite

Confirm the organization, email address, and intended role. Members and auditors can be invited directly; auditors cannot execute tools. Directory-managed membership must be maintained in its authoritative identity provider.

Send the invitation

In the Admin workspace, open People.

  1. Choose Add user, enter their name and email, select Member or Auditor, and save.
  2. Open the person and choose Invite user.
  3. After acceptance, sync and link their verified account.
  4. Have the person open the workspace with that account. Assign any required teams separately.

Troubleshooting

The invited person cannot sign in

Compare the invited email with the verified account they used. Check acceptance and linking before creating another People record. Reconcile directory membership at its source.

Frequently asked questions

Does adding a local person grant sign-in access?

No. Invitation acceptance and verified account linking must also be complete.

Does the security role grant administrator access?

No. The current Admin workspace and administrative mutations require the admin role.

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