Skip to main content

Inviting Members

Add team members by sending email invitations.

Sending Invitations​

  1. Go to "Teams" > Your Team
  2. Click "Members"
  3. Click "Invite Member"
  4. Enter their email address
  5. Select a role (Admin or Member)
  6. Click "Send Invitation"

Invitation Status​

StatusDescription
PendingInvitation sent, waiting for response
AcceptedUser joined the team
ExpiredInvitation not accepted in time
DeclinedUser declined the invitation

Invitation Expiration​

  • Invitations expire after 7 days
  • You can resend expired invitations
  • Users can accept from the email link

Managing Pending Invitations​

View Pending Invitations​

  1. Go to "Teams" > Your Team > "Members"
  2. Click "Pending" tab
  3. See all outstanding invitations

Resend Invitation​

  1. Find the pending invitation
  2. Click "Resend"
  3. A new email is sent

Cancel Invitation​

  1. Find the pending invitation
  2. Click "Cancel"
  3. Confirm cancellation

Bulk Invitations​

Invite multiple people at once:

  1. Click "Invite Member"
  2. Click "Bulk Invite"
  3. Enter multiple emails (one per line)
  4. Select a role for all
  5. Click "Send Invitations"

What Invitees See​

When someone receives an invitation:

  1. Email with team name and inviter
  2. Link to accept the invitation
  3. Option to create an account if needed

Accepting an Invitation​

For the invitee:

  1. Click the link in the invitation email
  2. Log in or create an account
  3. You're added to the team

Best Practices​

  • Use work email addresses
  • Assign appropriate roles
  • Follow up on pending invitations
  • Keep your team member list current

Troubleshooting​

Invitation Not Received​

  • Check spam/junk folder
  • Verify email address is correct
  • Resend the invitation
  • Ask them to add wizchat.com to allowed senders

Can't Accept Invitation​

  • Verify the invitation hasn't expired
  • Ensure they're using the correct email
  • Have them try a different browser