Send a team invitation
Use the invite dialog to send email invitations so new team members can join your project.
This guide is designed for project manager.
Steps
Step 1: Open the invite dialog
Open the invite dialog from your project so you can invite a new team member to join "Riverside Depot" or another project.
Step 2: Enter the invitee's email address
In the email field, type the work email address of the person you want to invite, using the "email@example.com" placeholder as a guide.
Step 3: Confirm the default role
Review the default role of "member" that will be applied to the invite and adjust it if your version of the app allows role selection.
Step 4: (Optional) Add a personal message
If available, enter a short personal message to give context to the invitation; otherwise the invite will be sent without a personal note.
Step 5: Send the invitation
Select the "Send invitation" button to submit the invite; the system will attempt to send an email to the specified address.
Step 6: Confirm that the invite was sent
When the invite is accepted by the system, the invitation is recorded as sent and your teammate will receive an email to join the project.
Step 7: Review any sending errors
If the invite fails to send, review the error message (for example "rejected" or a network issue) and correct the email address or try again later.
Last updated: 2026-09-01