Inviting people

People can only sign in once they have been invited and have accepted. From the Team page, an administrator can invite someone new, invite a batch of people who were imported, and keep an eye on who is still pending. Inviting is an admin-only task.

Inviting one person

1. On the Team page, select + Invite person.
2. In the Invite person window, enter their email address.
3. Choose a role — member, manager, or admin.
4. Select Send invitation.

They receive an email with a link to join. For what happens on their end, see joining from an invitation, and for how to pick the right role, see roles and permissions.

Inviting imported members in bulk

When you import your team — for example from Harvest — their records are created before anyone is invited, so they exist in your roster but cannot yet sign in. Each such person shows a status:

• Not invited — the record exists, but no invitation has gone out yet.
• Invite pending — an invitation has been sent and is waiting to be accepted.

To invite several at once, tick the checkboxes next to the people you want, then select Invite selected, which shows the count of who you have chosen. This sends invitations to the whole batch in one step, which is far quicker than opening each person individually after a large import.

If someone has already been invited but has not accepted, their row offers a Resend action to send the invitation email again — useful when the first one was missed or expired.

What acceptance does

When a person accepts their invitation, their account becomes an active member of your workspace and they can sign in. Crucially, any history that was already imported for them — their past time entries, rates, and capacity — attaches to the account they sign in with. This is why you can import a full history first and invite people later without losing anything: acceptance simply connects the person to the record that was waiting for them. New members also pick up your workspace's default weekly capacity, which you can adjust on their page (see capacity and utilization).

Tracking pending invitations

The Team area includes a Pending invitations list showing everyone who has been invited but has not yet accepted. For each one you can see the email address and role, when the invitation expires, and actions to Resend it or Revoke it. Revoke an invitation if you sent it to the wrong address or no longer want that person to join; resend it if it has expired or was missed.

You can also filter the main roster by status to focus on the right people — for example, showing active and invited members together, only active members, or archived ones. Between the status filter and the pending list, you always have a clear view of who is in, who is on the way in, and who still needs a nudge.