Inviting Members

Adding people to your workspace takes a minute. You send an invite by email, pick their role, and optionally share phone numbers with them right away. When they accept, they land in a short welcome flow and can start taking calls.

Before you start#

A few things to know first:

• Only owners and admins can invite people. Members can't.
• Your plan sets how many people you can add. If you're at the cap, the invite won't go through.
• To share a number when inviting, you need to own at least one phone number. If you don't, the new person gets sent to a buy-number page after they join.

Send an invitation#

1. Go to Settings → People.
2. Click Add teammates.
3. Enter one or more Email addresses. You can type or paste several, separated by commas, semicolons, or spaces.
4. To invite someone as a Workspace admin, tick Make workspace admin (more on this below). Admin invites go one at a time, so the box is off when you enter more than one email.
5. Optionally check the phone numbers you want to share under Put them on your lines.
6. Click Send invite (it reads Send 3 invites and so on when you add several people).

The invite lands in their inbox and shows up in your Pending Invitations list with a "Pending" badge until they accept.

Choosing a role#

Everyone joins as a Member unless you tick Make workspace admin:

• Member — Standard workspace access. They use the phone numbers you share with them, but can't manage the team or settings.
• Workspace admin — Manages the team, billing, and workspace settings. Admins get full access to all phone numbers automatically.

The role you pick here controls workspace permissions only. Phone number access is granted separately in the same form. For the full breakdown of what each role can do, see Roles & Permissions.

Sharing phone numbers#

You can pre-assign phone numbers right in the invite form. dialnote lists the numbers you own, and everyone you add gets Call & text access on the lines you check. You can change the level per line after they join. The three access levels are:

• Full access — Full control over the number, including settings and member management.
• Call & text — Can make calls, send texts, and see activity. Can't change settings.
• View only — Can see call logs and activity, but can't call or text from the number.

The assignments activate automatically the moment the person accepts. You don't have to do anything else.

If an invite fails for someone (for example, they're already a member), you'll see it in the results list. The failed addresses stay in the field, so you can fix them and click Retry invite.

What the invitee sees#

When someone accepts, they don't go through the full setup flow that org creators do. Instead they get a short welcome screen listing the lines they're on, where to find the shared inbox, and how to work with teammates, plus links to the mobile app. Get started takes them to the Quick Start checklist if they don't have a number yet or your workspace hasn't finished it, otherwise to the Inbox.

Managing pending invitations#

Pending invites live in the Pending Invitations table on the People page.

• Invitations expire after 7 days. After that, the person can't use the link.
• To cancel one, click the trash icon next to it. This removes the invite (and any phone numbers you'd pre-assigned to it).
• There's no resend button. If an invite expires or you delete it, just send a fresh one.

What's Next#

• Roles & Permissions - What each role and access level can do
• Set availability - Control when each person receives calls
• Phone number settings - Change number access after someone joins
• Billing & plans - User limits depend on your plan