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Invitations

Invite teammates by email, choose their project role, and accept or revoke pending invitations.

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Bring someone into a project#

An invitation asks someone to join a project as an editor or viewer. They become a member after accepting it.

Invite a designer as an editor when they need to add work. Invite a client as a viewer when they only need to check progress.

Send an invitation#

  1. As the project owner, open Settings, then Members. Only the owner sees Members and can invite. Editors cannot invite.
  2. Enter the person's email address in the teammate@company.com field.
  3. Choose Editor or Viewer, then click Invite.
  4. If the project is private, Sprintree asks before making it shared. Choose Invite and share to continue.

The invitation appears below the members while it is waiting for an answer. Click Revoke on that row if you sent it to the wrong person or no longer need it.

Accept an invitation#

  1. Sign in with the email address that received the invitation.
  2. Find Invitations on Home or in Inbox. The invitation email leads you into this flow.
  3. Check the project and role, then click Accept. Choose Decline if you do not want to join.

Tips and common mistakes#

  • Opening an email does not accept an invitation. The recipient must choose Accept.
  • Pending invitations take a seat in the project owner's plan. Revoke invitations you no longer need.
  • If acceptance is blocked by a plan limit, the owner needs to resolve the limit before the recipient can join.
  • Check the exact email address if someone cannot find their invitation.