Inviting team members

Bringing someone onto your team takes about a minute. You send the invite by email, they click a link, and they're in with exactly the permissions you set, scoped to the tribe you're in right now.

This page walks the whole flow, from sending the invite to what your collaborator sees on the other side. If you'd rather read up on the access levels first, see permissions.

Before you invite

A few quick checks make the rest painless:

• You're on the right tribe. Open the profile switcher at the top of the sidebar and confirm. Invites only apply to the tribe you're currently in.
• You have the email address. The invite goes there and only there.
• You know roughly what this person should be able to do. Picking a starting Role Preset is much faster than setting rows one by one. See permissions for the full list.

How to send an invite

1. Open Team in the sidebar.
2. Click Invite Member in the top right.
3. Enter the person's email address.
4. Pick a Role Preset. It starts on Admin, which is broad access to everything except the financial areas. Pick something narrower, such as Store Manager or Door Staff, if that fits the job better.
5. Optionally click the pencil icon next to Permissions to set individual areas to All Access, Read Only or No Access, and to tick a capability such as Door check-in. The preset stays selected until you change something, at which point it switches to Custom.
6. Click Send Invite.

The dialog closes, a confirmation appears, and the invite shows up on the Invites tab straight away with a status of pending.

Inviting an admin

Admin works a little differently from the other presets. It doesn't copy a list of permissions onto the person, it marks them as an admin, and their access is worked out fresh every time they use the dashboard. So an admin picks up new areas automatically as TribeNest adds them.

If you're the owner and you also want that admin to see the money, click Grant financial access… under the preset before you send, and set Finance and Invoices there. Nobody but the owner sees that link.

What your invitee receives

Right after you click Send Invite, the recipient gets an email letting them know they've been invited to join your tribe. It includes the name of your tribe and a link to accept.

The link is unique to that invite and expires after a set window. If they don't click in time, the invite shows as expired on your side, and you can resend it with one click.

Accepting the invite

Clicking the link lands them on a Team Invitation page confirming which tribe they've been invited to. From there:

If they already have a TribeNest account

1. They click I have an account - Sign in.
2. They sign in with their existing details.
3. They come straight back to the invite page, the invite is accepted for them, and they see a Welcome to the team! confirmation.
4. A couple of seconds later they land in your tribe's dashboard.

If they're new to TribeNest

1. They click Create a new account.
2. They fill in their first name, last name and a password. The email field is pre-filled and locked to the address you invited.
3. They click Create Account & Join Team.
4. Their account is created, they're signed in, and they land in your tribe's dashboard.

Either way, the invite flips to accepted on your Invites tab the moment they join, and they appear under Members with the role and permissions you set.

Tracking and managing invites

Open the Invites tab and you'll see one row per invitation, with:

• Email: who you sent it to.
• Status: pending, accepted or expired.
• Sent: the date it went out.
• Invited By: which member of your team sent it.
• Actions: buttons to resend or cancel.

Resending an invite

If a pending invite hasn't been clicked, or it's already expired, click the circular arrow in the row to send a fresh email with a new link. The previous link stops working.

Cancelling an invite

Made a mistake or changed your mind? Click the X next to the invite. The link is deactivated immediately, so even if your invitee clicks it later, they can't join.

Cancelled invites disappear from the list. Accepted ones stay so you can see who joined and when.

Common issues

• "They never got the email." Ask them to check spam or junk. If it still hasn't arrived, resend.
• "The link says it's expired." Click resend on the same row. The new email carries a fresh link.
• "They got an error saying the invitation is invalid." That usually means it was already cancelled or used. Send a new one.
• "They want to join with a different email." Cancel the original and send a new one to the address they actually want. Each invite is locked to the address it was sent to.

Where to go next

• Decide what each person should be able to do → permissions
• Edit a member's access or remove someone → managing your team
• Set up the rest of your tribe → getting started