Step 1 - Access your Team page
Open your Team page by clicking the following link: app.membership.io/settings/team
Step 2 - Fill in your team member's email and role
Click the Invite Teammates button to get started.
On the pop-up window that appears, enter the email address of your teammate.
You'll then need to select a role to grant your teammate:
- Administrator roles have full access to all features, including team management and billing.
- Contributor roles have access everything except for team and billing settings.
Then, click Invite to send the invitation email.
You have the option to Resend or Revoke the invitation email you sent by clicking the three-dot menu.
Step 3 - Teammate accepts the email invitation
Your teammate will be notified via email that you've granted them access to your account.
They must open the email received from Membership.io. This email contains the magic link needed to login in or create a new account.
By accepting the invitation, your teammate will gain access to the team’s resources on the platform.
The invitation expires in 7 days; after that, the Account Owner or Admin must send a new invitation. ✉️
