> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agentflow.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting Team Members

> Add and manage team members in your organization

# Inviting Team Members

**Grow your team and collaborate effectively.**

## How to Invite

<PLACEHOLDER_VIDEO>
  Screen recording showing: navigating to Organization → Team Members, clicking "Invite Member" button, filling out the invite form (email, role selection from dropdown, optional message), clicking "Send Invite", and seeing the pending invitation appear in the list
</PLACEHOLDER_VIDEO>

<Steps>
  <Step title="Navigate to Team">
    Click "Organization" → "Team Members"
  </Step>

  <Step title="Click Invite">
    Click "Invite Member" button
  </Step>

  <Step title="Enter Details">
    * Email address
    * Role (Owner, Admin, Guest)
    * Optional: Personal message
  </Step>

  <Step title="Send Invitation">
    Click "Send Invite"—they'll receive an email
  </Step>
</Steps>

## Invitation Methods

<CardGroup cols={2}>
  <Card title="Single Invite" icon="envelope">
    Invite one person at a time
  </Card>

  <Card title="Bulk Invite" icon="envelopes-bulk">
    Upload CSV with multiple emails
  </Card>

  <Card title="Invite Link" icon="link">
    Generate shareable invitation link
  </Card>

  <Card title="SSO Provision" icon="building">
    Auto-provision via SSO (Enterprise)
  </Card>
</CardGroup>

## Roles Overview

<PLACEHOLDER_SCREENSHOT>
  Screenshot of the role selection interface or roles/permissions page showing the different role types (Owner, Admin, Member, Guest) with their permission details expanded
</PLACEHOLDER_SCREENSHOT>

| Role      | Permissions                                         |
| --------- | --------------------------------------------------- |
| **Owner** | Full access, billing, delete org                    |
| **Admin** | Manage AI connections, invite users, settings       |
| **Guest** | Limited access to assigned groups and conversations |

<Note>
  All roles can use AI connections they have group access to. Groups control which AI connections users can access.
</Note>

## Bulk Invitations

**CSV Format:**

```csv theme={null}
email,role,message
john@company.com,admin,Welcome to the team!
jane@company.com,guest,
mike@company.com,admin,Check out our AI connections
```

**Steps:**

1. Download CSV template
2. Fill in team member details
3. Upload CSV file
4. Review and confirm
5. Send invitations

## Managing Invitations

**Pending Invitations:**

* View all sent invitations
* Resend invitations
* Cancel pending invitations
* Set expiration (default: 7 days)

**Invitation Status:**

* ⏳ Pending
* ✅ Accepted
* ❌ Expired
* 🚫 Declined

<Warning>
  Invitations expire after 7 days. Resend if needed.
</Warning>

## Best Practices

<AccordionGroup>
  <Accordion title="Right Role, Right Person" icon="user-tag">
    * **Owner**: 1-2 people maximum (organization creator)
    * **Admin**: Department leads, managers, trusted team members
    * **Guest**: External contractors, clients, limited access users

    **Note**: All users can access AI connections via groups. Roles control administrative permissions.
  </Accordion>

  <Accordion title="Onboard Properly" icon="graduation-cap">
    * Send welcome message with invitation
    * Provide getting started guide
    * Assign mentor or buddy
    * Schedule onboarding call
  </Accordion>

  <Accordion title="Review Regularly" icon="calendar-check">
    * Audit team members monthly
    * Remove inactive users
    * Update roles as needed
    * Check external access
  </Accordion>
</AccordionGroup>

<Card title="Next: Roles & Permissions" href="/organization/roles-and-permissions">
  Learn about user roles and permissions
</Card>