Inviting members

The steps themselves are in Add team members. This article covers the details that can trip you up.

Before you invite

• Your role: you must be an Owner or Admin.

• Their role: you can invite someone as a Member or Admin. To make someone an Owner, invite them first, then change their role. See Managing members.

• Their email address: they must accept with exactly this address, so check it for typos.

• Your seats: your plan may limit how many people you can add. If it does, the top of the Team page shows the seats you have used, and pending invitations count. See Plans overview.

When in doubt, start with Member. An Owner can change the role later. Roles and permissions shows what each role can do.

What your teammate receives

The email says who invited them and which organization it is, and it holds a link to accept. It goes out through your email provider. With Platform Default it comes from a magic-testimonials.com address. See From address. You can change the wording with the MEMBER INVITATION template. See Default vs custom templates.

Someone who already has a Magic Testimonials account joins with that same account, and can then switch between organizations. Someone with no account creates one from the link. Do not ask them to register first, because that creates a separate organization.

How long an invitation lasts

• An invitation lasts 7 days. The date is in the Expires column under Pending Invitations.

• Resend sends the same link again and gives them another 7 days. It also works after the date has passed, as long as the invitation is still listed.

• When someone opens an expired link, the invitation leaves the list. Invite them again.

• Cancel withdraws the invitation, and the link stops working.

An old invitation nobody opened stays on the list and still counts as a seat on the Team page. Cancel the ones you no longer need.

If something goes wrong

Invitation already pending for this email

Find the address under Pending Invitations and click Resend.

User is already a member

That person is already in your organization. Look in the Team Members list.

Your plan allows up to a number of members

You have used all your seats. Remove someone who no longer needs access, or change your plan.

It says Invitation sent successfully, but nothing arrived

The message means the invitation was saved. It does not prove the email was delivered. Ask them to check their spam folder, then click Resend. If it still does not arrive, send yourself a test. See Test send.

They see Please log in as another address

They are signed in with a different email address from the one you invited. They should sign out and sign in with the invited address. If they want to use the other one, cancel the invitation and invite that address.