Invite your team.

Invitations live in Settings → Members, in the Invitations card. There are two kinds: an email invitation addressed to one person, and an invite link anyone can use. Both carry the roles the new member will get.

#Who can invite whom

#Invite one person by email

1. 1
   Go to Settings → Members and choose Invite by email.
2. 2
   Type their Email address.
3. 3
   Tick one or more Roles. For a client, tick Client and pick their Client organization.
4. 4
   Pick when the invite Expires in: 7, 14 or 30 days. The default is 14 days.
5. 5
   Choose Create invitation.

UpRush sends them a branded email with an Accept button, and shows you the invite link too, so you can also send it directly. If the email couldn’t go out, you’ll see a note asking you to share the link yourself.

#Create a shareable invite link

1. 1
   Go to Settings → Members and choose Invite link.
2. 2
   Tick the Roles everyone who uses the link will get (and a Client organization for a client link).
3. 3
   Set Expires in and, optionally, Max uses (1 to 500). Leave Max uses blank for unlimited.
4. 4
   Choose Create link and copy it.

#Picking roles

• A person can hold several roles at once. Tick every hat they wear. See Roles and seats.
• Client can’t be combined with any other role. Ticking it clears the others, and a client invite is always scoped to a single client organization.
• Role names follow your workspace’s custom names. See Members and role names.

#Inviting clients

The quickest way to invite a client user is from the client itself. In Settings → Clients, open the client and choose Invite client. The client organization is filled in for you. See Add a client.

#What the invitee sees

1. 1
   They open the link and see Join followed by your workspace name, who invited them, and the roles they’ll get.
2. 2
   If they aren’t signed in, they choose Sign in to accept and sign in with Google or an email code. New people get an account automatically.
3. 3
   They choose the Join button and land in your workspace, on the dashboard for their role.

If a link has expired, been revoked or been used up, the page says This invitation is no longer available and asks them to request a fresh link. Someone who is already a member is simply taken to the workspace.

#Managing invitations

Every invitation appears in the Invitations card with its status:

• Copy link shows the link of a pending invitation so you can send it again. Hide link tucks it away.
• Revoke withdraws a pending invitation right away.
• The bin icon deletes a revoked, expired or accepted invitation from the list.
• Clear resolved removes every accepted, revoked and expired invitation at once. Members keep their access.