Invite teammates to your account

Goal

Add staff to your account, manage the invites you have sent, and accept an invite if someone added you. Teammates are the people who build workflows, manage clients, and handle settings alongside you.

Teammates are different from clients. A teammate holds an account role and automatically gets full admin access to every client workspace in the account. A client is the external customer you give limited access to a single workspace: they can follow and start runs, but cannot edit workflows or change settings. To invite a client instead, see Invite clients to a workspace.

When to use this

Invite a teammate when you want another person on your staff to log in and work across the whole account. Choose the role that matches what they should be able to do:

• Admin can build workflows, invite teammates and clients, create and rename workspaces, and manage branding. Admins cannot access billing, transfer ownership, or delete the account.
• Member can build workflows and view everything, but cannot invite anyone, manage workspaces, manage branding, or touch billing.

There is no Owner option when inviting. Every account has exactly one owner, and ownership only moves through transferring it to an existing admin.

You must be an admin or the owner to invite teammates. Members cannot, and the invite button does not appear for them.

Starter, Growth and Scale include unlimited seats, so you can invite as many teammates as you need; Free and Solo include one seat.

Invite a teammate

1. Open Members & roles

   Go to Settings → Members & roles (/settings/members; the older /team link redirects there). Current teammates and invitations still waiting to be accepted are listed together in one table.

2. Start an invitation

   Select Invite teammate. The invite dialog opens.

3. Enter the email and choose a role

   Type the person's email address, then pick Admin or Member. The default is Member.

   Keep in mind that whichever role you pick, the teammate gets full admin access to every client workspace under the account once they accept. The role controls account-level powers (inviting, workspaces, branding), not per-workspace access.

4. Send the invitation

   Select Send invitation. You will see a confirmation that the invite was sent to that email, and a new row appears in the members table with a status of Pending.

The invitee receives an email with a link. The invite stays Pending until they accept, and it expires 7 days after you send it.

Resend or revoke a pending invite

Pending invites are listed in the members table on Settings → Members & roles. Open the actions menu on an invitation's row to choose Resend invitation or Revoke invitation.

• Resend issues a fresh invitation with a new link and a new 7-day expiry. The old link stops working, and only the new email is sent. Use this when the original email was lost, went to spam, or expired.
• Revoke cancels the invitation. It leaves the members table and the link no longer works. Use this when you invited the wrong person or no longer want them to join.

Both actions require you to be an admin or owner, the same permission needed to send the invite.

Accept an invitation

If someone invited you, you accept from the link in the invitation email.

1. Sign in with the invited email

   Open the link from the email. You must be signed in, and the email on your TaskJuice session must match the email the invite was sent to. If it does not match, the page says "Signed in to a different account". Select Sign out and continue, sign in with the invited email, and the invite opens again.

2. Accept the invite

   Confirm the invitation. The status changes to Accepted, your account role is granted, and you can now see and work in the account.

Once accepted, you have access to every client workspace in the account with the role you were invited as.

Verify it worked

• On Settings → Members & roles, the invitation's Pending row is replaced by the teammate's own row, marked Active, once they accept.
• The teammate can sign in and reach the account, including every client workspace.

Troubleshooting

The invite shows Expired. Invitations expire 7 days after they are sent. Resend it from the invitation's actions menu on Settings → Members & roles to issue a fresh 7-day link.

Accepting fails with "Invitation has expired". The 7-day window passed before the invitee opened the link. The invite flips to Expired automatically. Resend it from Settings → Members & roles, then have the invitee open the new link.

Accepting fails with "Invitation is no longer pending". The invite was already accepted, revoked, declined, or expired. Check the members table: an accepted invite appears as the teammate's own row, and a revoked or declined invite no longer appears. If it was revoked or declined, send a new invitation.

The invite link says "Signed in to a different account". The signed-in account does not match the invited email. Select Sign out and continue, sign in with the exact email the invite was addressed to, and the link opens again.

You hit a rate limit. You can send at most 20 invitations per hour. Wait for the window to reset before sending more. Your account as a whole can send up to 50 teammate invitations an hour. When your account reaches that limit, the message tells you how many minutes to wait.

The Invite teammate button is missing. Only admins and owners can invite. If you are a member, ask an admin or the owner to send the invite.

Related

• Account roles and permissions for the full capability matrix per role.
• Account, workspaces, and users for how account roles and workspace access compose.
• Invite clients to a workspace for client access instead of staff access.