Inviting a team member
OverviewThis article explains when to use inviting a team member, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as
Overview
This article explains when to use inviting a team member, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Inviting a team member sits within Settings / Team. It is designed to work alongside related articles such as Editing or removing a team member, Team list, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Invite User, Cancel, Send Invitation.
Important fields
- Email Address: Look for input such as “user@example.com”.
- Validation: Email: Required. Use a valid email address. Maximum 255 characters.
- Validation: Role: Optional. Text value.
- Validation: Assignments: Optional. One or more values can be supplied. Minimum 1 characters.