How to Invite or Manage Team Access

The Team page includes an Invite by email section for adding new members, and inline access controls (role selector, Deactivate, Remove) on each existing member row. This article documents the visible fields and controls. No invitation was sent and no member’s role, activation state, or membership was changed during this capture.

Who this is for: Owners or staff who need to understand invite and access controls before using them in an approved environment.

Before you begin

An active operator session with visibility into the Configuration group.
A synthetic, approved email address only if an invite is ever submitted in a controlled disposable workspace.

Steps

Open Team from the Configuration group and scroll to Invite by email.
Review the Email field. It expects an email address and shows placeholder text such as colleague@company.com.
Review the Role selector, which offers: owner, manager, employee, and client.

Role options on the invite form.
Review the helper text above the form, which states that an invite link is created and can be copied, and that email delivery status appears after creation.
Review the Create invite button without selecting it.

Inline Invite by email form.
On an existing member row, review the role selector, Save role, Deactivate, and Remove without selecting any of them.

Expected result

The operator understands what information is required to invite a new member (an email address and a role) and what controls exist to manage existing access, without having triggered those actions.

Verified portion

Inline Invite by email form visibility
Email and Role fields
Create invite control visibility
Role options: owner, manager, employee, client
Placeholder colleague@company.com
Helper text about invite-link creation and delivery status after creation
Visibility of Save role, Deactivate, and Remove on member rows

Unverified portion

Invite was not submitted
Invite delivery was not verified
Invite-link or tokenized-URL behavior was not verified
Seat billing was not verified
Permission effects after role change were not verified
Role change, deactivation, and removal were not executed

Warnings and notes

Submitting the invite form, changing a role, deactivating a member, or removing a member affects real access. None of these actions were performed in this capture.
There is no separate invite dialog; the form is inline on Team.