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Invite a team member

Send someone an email invitation to join your studio with the right role, and optionally their hourly rate.

Who can do this: adminsUpdated

Invite colleagues by email. They choose their own password when they accept.

Before you start

  • Admins can invite. Managers can only if an admin has given them Team > Edit in Roles & permissions.
  • Only admins can invite someone as an admin.

Steps

  1. Go to Team and click Invite member. The button is on the Workload, Timeline and Forecast tabs. You can also use Settings > Team.
  2. In Invite team member, enter their Email address.
  3. Optionally, add their Full name. Without it, they show as their email address until they sign in.
  4. Choose a Role: Admin, Manager or Member. The line below explains what each can do.
  5. Optionally, enter an Hourly rate. It values their logged hours in reports, and can be set later.
  6. Click Send invite.

What happens next

  • They get an email, "You've been invited to join" followed by your studio's name, with a link that lasts 14 days.
  • They appear in Settings > Team as Invited until they accept. They do not appear on the Team page until then.
  • If they already use Techstyles with another studio, they keep their account, name and password, and join yours too.
  • When they accept, they get a welcome email with their role. Every studio admin, and whoever invited them, gets an email saying they joined.

If your studio is full

If your studio has a seat limit, the dialog shows how many seats are used. Invitations count too. When all seats are taken:

  • If you can manage billing, click Add a seat, check the price, then click Confirm and pay. See Add seats. A studio can have up to 20 seats.
  • Otherwise, remove someone or ask an admin to add a seat.

Good to know

  • "That address has already been invited" means an invitation is still waiting. See Withdraw or resend an invitation.
  • "That person is already in this studio" means they have already joined.
  • The hourly rate you enter is used only for someone new to Techstyles. For someone with an existing account, set it afterwards in Settings > Team.
  • An invitation email can't be recalled, but you can withdraw the invitation so the link stops working.