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How to Invite Workspace Members

Inviting team members allows people who don't have a retaincoda account yet to join your workspace. Here's how:

Step 1: Access Invite Page

Navigate to Workspace Settings → "Members" tab, then click "Invite User", or visit /workspace/{id}/invite-user.

Step 2: Enter Invitation Details

Fill in the invitation form:

  • Email Address: The email address of the person you want to invite
  • Role: Choose their initial role (Admin or Member)

Step 3: Send Invitation

Click "Send Invitation". An invitation email will be sent to the provided email address.

What Happens Next

The invited person will:

  1. Receive an email with an invitation link
  2. Click the link to register (if they don't have an account) or accept the invitation
  3. Be automatically added to your workspace upon registration/acceptance

Managing Invitations

You can view and manage pending invitations on the Members page:

  • See who has been invited
  • Check invitation status
  • Cancel invitations if needed
  • View when invitations expire

Invitation Expiration

Invitations expire after a set period. If an invitation expires, you'll need to send a new one.

💡 Tip:

If someone already has a retaincoda account, use "Add User" instead of "Invite User" for faster access.

⚠️ Important:

Make sure your workspace plan supports the number of users you're inviting. Check your plan limits before sending invitations.