Team & Company

Invite a team member

Send an invitation to join your company workspace.

1

Click "Team" in the left sidebar. (You must be a company admin to see the Invite button.)

app.clickscribe.com/dashboard/team
ClickScribe
▣Dashboard
▣Team
Team
+ Invite Member

Team Members

Name
Email
Role
Joined
JD
John Doejohn@acme.comAdminJan 2025
JS
Jane Smithjane@acme.comMemberFeb 2025
AB
Alice Brownalice@acme.comMemberMar 2025

The Team page with the Invite Member button in the top right.

2

Click the "Invite Member" button in the top right.

3

In the dialog, enter the person's Full Name, their Email address, and select a Role: Standard or Admin. Admins can manage company settings, invite members, and cancel agreements.

app.clickscribe.com/dashboard/team
ClickScribe
▣Dashboard
▣Team
Team

Invite Team Member

John Smith
john@example.com
Member▼

They'll receive an email with a link to join your company.

Cancel
Send Invite

The invite member dialog with Name, Email, and Role fields.

4

Click "Send Invitation". The system creates a secure invitation and sends an email to the invitee with a link to join your company.

5

The invitee clicks the link in their email, which takes them to a join page showing your company name and the role they've been invited to. They create an account (or log in if they already have one) and are automatically added to your company with the correct role.

app.clickscribe.com/join?token=xxx
ClickScribe
✉

Join Acme Corporation

You've been invited as a Member

Company: Acme Corporation
Invited by: John Doe
Role: Member
Your name
smith@example.com
••••••••
Create Account & Join

The join page the invitee sees after clicking the link in their email.

Tips

  • •Invitation links expire after 7 days. If an invitation expires, send a new one.
  • •If the email fails to send, you'll see a toast with a direct join link you can copy and share manually.
  • •You can invite the same email again — it updates the existing pending invitation rather than creating a duplicate.
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