For clients with Invite teammate in the dashboard sidebar. This is the company dashboard flow, not Project message access.
Send an invitation
Use Add another teammate if you need to invite more than one person.
- Select Invite teammate near the bottom of the dashboard sidebar.
- Enter your teammate’s email address.
- Choose Admin, Member, or Billing. Read the description shown with the role.
- For roles that show engagement and position selectors, choose the work they should be included in.
- Select Invite.
Check whether they joined
Pending means the invitation has not been accepted; it does not confirm that an email reached the inbox. Joined means it has been accepted. If it stays pending, check the email address with your teammate.
- Open Settings → Team.
- Find the invitation and check its status.
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