Invite a teammate by email and choose their roles in the same step. They get a link, choose their own password and arrive with the access you picked. You never see or set anyone's password.

Before you start

You need admin:write to invite people. With only admin:read you can open Settings and see users and invitations, but the Invite user button isn't shown. Decide the roles first — see Roles and permissions.

Send an invitation

Invite a teammate by email and choose the roles they get when they join.

1. Select Settings at the foot of the rail.

2. Open the Users tab and select Invite user. The same button is on the Invitations tab.

3. In the Invite user drawer, enter their Email. The hint under it reads: they'll receive an email with a link to choose their own password.

4. Check Roles. Inbox agent is already selected when your organization has that role. Remove a role with the × on its chip, and add others with + Add. If you remove every role, the person joins as an Inbox agent.

5. Select Send invitation. The button is enabled once the email looks like an address.

Natiq then opens the Invitations tab so you can see the new entry. The invitee gets every role you selected when they join.

Which roles you can pick

Platform admin is Natiq's own cross-organization role and is never offered. Custom roles you've created appear in the same list as the built-in ones.

Follow an invitation

The Invitations tab lists invites waiting to be accepted, and their history.

Invitations still waiting to be accepted, with the roles they grant and the day each stops working.

Column	Shows
Email	Where the invitation went.
Roles	The roles it grants.
Status	Pending, Accepted, Revoked or Expired.
Expires	The date the invitation stops working.

Invitations expire 7 days after they're sent.

A person appears under Users only after they accept. Until then, this tab is the only place their invitation shows.

Take an invitation back

Select Revoke on a Pending row. The status becomes Revoked and the link stops working; the person sees This invitation has already been used or revoked if they open it.

If you want different roles, revoke the Pending invitation and send a new one. An Expired invitation can't be revoked or replaced yet, so you can't invite that address again for now — contact support if you need to. People who already joined are changed under Users — see Manage users.

What the invitee sees

They follow the link, enter an optional Username and a password, and select Accept invitation. They're signed in at once. You can point them to Accept an invitation.

Next steps

Manage usersActivate, deactivate and change roles.Roles and permissionsThe built-in roles and how to create your own.