Overview
Invite colleagues to work with you in your workspace. Each member gets a role that controls what they can do. Manage members and invitations at Settings → Users (/settings/users).
Time to complete: ~5 minutes · Difficulty: Beginner
Invite members
1
Open Users
Go to Settings → Users and click Invite member.
2
Add people
In the invite drawer, enter each person’s Full Name, Email, and Role,
and add them to the invitation list. You can add several people to the list
at once and include an optional personal message.
3
Send
Click Send invitations. Each person receives an email link to join.
The Owner role can’t be assigned via invitation. Invitations expire
automatically after 72 hours.
What the invitee does
When someone opens their invite link:- New to Autocampaign AI — they’re taken to sign-up with their email pre-filled, and join your workspace on account creation.
- Existing user — they see a “Join {your workspace name}” card and click Accept (or Decline).
Manage invitations
On the Invitations tab you can Resend or Revoke a pending invite. Invitation statuses are Pending, Accepted, Declined, Revoked, and Expired.Manage members
On the Members tab, Change role or Remove a member. See Users & roles for what each role can do.FAQ
How many people can I invite?
How many people can I invite?
An invite expired — what now?
An invite expired — what now?
Resend it from the Invitations tab. Pending invites auto-expire after 72 hours.
Can I invite someone as Owner?
Can I invite someone as Owner?
No — the Owner role can’t be invited or assigned. Assign Admin instead, or
transfer ownership through support if needed.
Users & roles
Understand roles and permissions.
