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 full flow end-to-end, 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 of this painless:

• You're on the right tribe — open the profile switcher at the top of the sidebar and confirm. Invites are scoped to the tribe you're currently in.
• You have the email address you want to send to. The invite goes there and only there.
• You've decided roughly what this person should be able to do. Picking a starting role preset is faster than wiring permissions 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. In the dialog, enter the person's email address.
4. Pick a Role Preset from the dropdown — this fills in a sensible permission set for you. Leave it on Admin for broad access, or pick something narrower like Store Manager.
5. (Optional) Click the pencil icon next to Permissions to fine-tune individual sections — turn anything from All Access to Read Only to No Access. The preset stays selected unless you change a permission, in which case the preset switches to Custom.
6. Click Send Invite.

The dialog closes, you'll see a confirmation toast, and the new invite shows up immediately on the Invites tab with a status of pending.

What your invitee receives

Right after you click Send Invite, the recipient gets an email from TribeNest letting them know they've been invited to join your tribe. The email includes:

• The name of your tribe.
• A button or link to accept the invitation.

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

Accepting the invite

When the recipient clicks the link, they land on a Team Invitation page that confirms 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 credentials.
3. They're taken right back to the invite page, the invite is accepted automatically, and they see a "Welcome to the team!" confirmation.
4. After a couple of seconds they're redirected to the dashboard for your tribe.

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

Tracking and managing invites

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

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

Resending an invite

If a pending invite hasn't been clicked yet, or if it's already shown as expired, click the circular arrow icon 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 icon next to the invite. The link is deactivated immediately — even if your invitee tries to click it later, they won't be able to join.

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

Common issues

• "They never got the email." Ask them to check spam or junk folders. If it still hasn't arrived, click the resend button to send a new copy.
• "The link says it's expired." Click resend on the same row — the new email will have a fresh link.
• "They got an error saying the invite is invalid." This usually means the invite was already cancelled or used. Send a new one from the Invite Member button.
• "They want to join with a different email." Cancel the original invite and send a new one to the address they actually want to use. Each invite is locked to the email 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