TribeNest Help Center

Inviting Team Members

Learn how to invite people to join your team on TribeNest.

Inviting someone to your team is quick and easy. All you need is their email address. TribeNest will handle the rest by sending them an invitation email with a link to join.

How to Send an Invitation

  1. Open your dashboard and go to Team in the sidebar.
  2. Click the Invite Member button in the top right corner.
  3. In the dialog that appears, enter the email address of the person you want to invite.
  4. The role will be set to Admin automatically.
  5. Click Send Invite.

That is it. The person will receive an email with a link to accept your invitation and join your team.

The person you invite does not need an existing TribeNest account. If they do not have one, they will be prompted to create an account when they accept the invitation.

What Happens After You Send an Invite

Once you send an invitation:

  1. The invite appears in your Invites tab -- You can track its status on the Team page under the "Invites" tab.
  2. The recipient gets an email -- They will receive a message with a link to accept the invitation.
  3. They click the link -- The link takes them to a page where they can accept and join your team.
  4. They appear as a team member -- Once accepted, they will show up in the "Members" tab with the Admin role.

Invitation Statuses

Each invitation has one of three statuses:

  • Pending -- The invitation has been sent but not yet accepted. The recipient has not clicked the link yet.
  • Accepted -- The person has accepted your invitation and is now part of your team.
  • Expired -- The invitation link has expired. You can resend it to generate a new link.

Resending an Invitation

If someone has not accepted your invitation yet, or if the invitation has expired, you can easily resend it.

  1. Go to Team in your dashboard.
  2. Click the Invites tab.
  3. Find the invitation you want to resend.
  4. Click the resend button (the circular arrow icon) next to the invitation.

A fresh invitation email will be sent with a new link.

Cancelling an Invitation

If you change your mind before someone accepts, you can cancel the invitation.

  1. Go to Team in your dashboard.
  2. Click the Invites tab.
  3. Find the invitation you want to cancel.
  4. Click the cancel button (the X icon) next to the invitation.

The invitation link will be deactivated, and the person will no longer be able to use it to join your team.

One role for now

Currently, all invited team members receive the Admin role. More granular roles with specific permissions may be added in the future.