Invite your team

Anyone in your organization can invite a colleague by email. Administrators also choose each person’s role.

Send an invitation

1. Open Organization settings from the organization menu in the sidebar and choose the People tab.

2. Click Invite members.

3. Enter the Email address.

4. Optionally choose projects under Add to projects. The person joins those project teams as soon as they accept.

5. Click Send invitation.

The person receives an email from Scale Platform with a Get started button. They appear under Invited until they sign in for the first time, then under Active. Send them Sign in for the first time if they ask what to expect.

From the Invited tab you can Resend invitation or Revoke invitation.

Note

If your organization signs in through enterprise single sign-on with self-managed users, the invitation form is replaced by a notice: your IT department grants access in your identity provider, and people sign in directly. See Sign-in settings.

Roles

Every invited person starts as a Member. To make someone an administrator, open the ⋮ menu on their row under Active and choose Change user role.

See People and roles for what each role can do, and for suspending and restoring people.

Next: Add your first project.