Inviting Team Members

This guide shows account admins how to invite team members and what invited users need to do to join the account.

Admin: Invite Team Members

1. Sign in as an account admin.
2. Open the user menu in the lower-left corner of the app.
3. Select Invite Team Members.

1. On the Team Users page, select Invite user.
2. Enter the user's full name and email address.
3. Choose a role:
   1. Admin: can manage account settings and invite other users.
   2. User: can use the account without managing team settings.
4. Select Send invite.

After the invite is sent, the user appears in the team users list. If they do not see the email, ask them to check spam or junk folders and confirm the email address was entered correctly. Emails will come from: Evalubox <no-reply@evalubox.com>

Invited User: Accept Invitation

1. Open the invitation email sent by Evalubox.
2. Select the invitation link.
3. Sign in or complete account setup using the same email address that received the invite and temporary password.
4. User will be forced to create a new password and them prompted to sign in.
5. After signing in, the user should be connected to the invited account workspace.

Troubleshooting

• The invite option is only visible to users with access to team invitations.
• The Team Users settings page is only available to admin roles.
• If the invited user signs in with a different email address, they may not be connected to the invited account.
• If the invitation appears to be missing, resend the invite after verifying the email address.