Invite Your Team
Add teammates to your workspace so you can collaborate on jobs, candidates, and meetings.
Opening team settings#
Click your profile in the top navigation, choose Settings, then select Team in the settings sidebar.
Go to Team settings.
On this page you'll see:
- Members — everyone currently in your workspace, with their role.
- Invitations — pending invites that haven't been accepted yet.
Sending an invitation#
- Click Invite teammate (or the equivalent button at the top of the Members list).
- Enter the person's email address.
- Choose a role — see the role guide below.
- Click Send invite.
Elly emails them a link. When they click it and sign in, they're added to your workspace with the role you chose.
Invitations are tied to the email address you entered. If they sign in with a different email, the invitation won't match — ask them to use the invited address, or resend to the address they prefer.
Roles#
Every member has one of three roles:
| Role | Can do |
|---|---|
| Owner | Full control. Only Owners can change billing, transfer ownership, or delete the workspace. The person who created the workspace is the first Owner. |
| Admin | Manage team members, jobs, candidates, pipelines, integrations, and settings. Cannot change billing. |
| Member | Work with jobs, candidates, and meetings. Cannot change workspace-wide settings or invite others. |
You can change a teammate's role at any time from the Members list (as long as you're an Owner or Admin).
Accepting an invitation#
When someone invites you:
- Open the invitation email and click the link.
- Sign in with the email address the invite was sent to (via Google, Microsoft, or email and password).
- You'll be dropped directly into the workspace.
If you were already signed into a different workspace, you'll be switched into the new one. Elly gives each person a single active workspace at a time.
Removing a member or revoking an invite#
From the Members list, click the menu next to a teammate's name and choose Remove. They lose access immediately.
From the Invitations list, click Revoke on any pending invite to cancel it before it's accepted.
Screenshot: Team settings page showing Members and Invitations sections.
Next steps#
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