Inviting users¶

Workspace admins and owners can invite new members to the workspace by email.

Send an invite¶

1. Go to Settings → Members (or open the Admin panel → Users).
2. Click Invite member.
3. Enter the invitee's email address.
4. Choose their workspace role: Member or Admin.
5. Click Send invite.

The invitee receives an email with a unique invite link. The link expires after 7 days.

What happens when they accept¶

1. The invitee clicks the link in their email.
2. If they don't have a Stackify account, they are prompted to create one.
3. After signing in or registering, they are automatically added to the workspace.
4. They land on the home screen. Any cards pre-shared with them are already visible.
5. They receive a welcome email confirming they've joined.

Manage pending invites¶

1. Go to Settings → Members.
2. The Pending invites section lists invites that have not yet been accepted.
3. To cancel an invite before it is accepted, click × next to it.

Resend an invite¶

If an invite has expired or was not received:

1. Go to Settings → Members → Pending invites.
2. Click Resend next to the invite. A new link is sent and the expiry resets to 7 days.

Remove a member¶

To remove a user from the workspace:

1. Go to Admin → Users.
2. Find the user and click Remove from workspace.
3. Confirm the removal.

Removing a user revokes their access to all cards in the workspace. Their data (records they created) is retained.