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Invite Team Members

Build your translation team by inviting members to your organization.

Before You Start​

You need:

  • Owner or Manager role in the organization
  • Team member's email address
  • Know which role they should have

Step-by-Step Guide​

1. Navigate to Members Page​

From your organization dashboard:

  1. Click on your Organization name at the top
  2. Go to Settings → Members
  3. You'll see the Members page with your current team and an "Invite Member" button

Members Page

2. Click "Invite Member" Button​

On the Members page, click the yellow "Invite Member" button to open the invitation form.

3. Enter Email Address​

In the invitation form:

  • Enter the team member's email address in the "Email Address" field
  • You can invite multiple people at once by separating email addresses with commas

Invite Form

4. Select Role​

Choose the appropriate role for the team member:

  • Manager — Project leads and coordinators who manage team members and projects
  • Translator — Translation contributors who create and edit translations
  • Reviewer — QA specialists who review and approve translations
  • Viewer — Stakeholders and observers with read-only access

Learn more about roles and permissions.

5. Add Personal Message (Optional)​

Include a personal message to welcome the team member:

  • Explain why you're inviting them
  • Share relevant links or context
  • Set expectations for the role

Example:

"Hi Sarah! We're using Wordiy for our translation workflow. I've invited you as a Translator to help with the Spanish translation. Looking forward to collaborating!"

6. Send Invitation​

Click "Send Invitation"

The team member will receive an email with:

  • Your organization name
  • Their assigned role
  • A link to join Wordiy
  • Your personal message (if included)
  • Instructions on how to accept the invitation

What Happens Next​

For New Wordiy Users​

  1. They receive invitation email
  2. Click link in email
  3. Create Wordiy account
  4. Accept invitation
  5. Access your organization

For Existing Wordiy Users​

  1. They receive invitation email
  2. Click link or go to account settings
  3. Accept invitation in "Pending Invitations"
  4. Immediately get access to organization

Managing Invitations​

View Pending Invitations​

Go to Organization → Members → Pending Invitations

You'll see:

  • Invitee email
  • Assigned role
  • Date invited
  • Status (pending, accepted, expired)

Resend Invitation​

If someone didn't receive the email:

  1. Find invitation in Pending list
  2. Click "Resend"
  3. They'll get another copy

Cancel Invitation​

Before they accept:

  1. Find invitation in Pending list
  2. Click "Cancel"
  3. They won't be able to accept anymore

Invitation Expiration​

Invitations expire after 30 days

To add them later:

  • Send a new invitation
  • They can re-accept if they join Wordiy before expiration

Bulk Invitations​

To invite multiple team members:

  1. Go to Members → Invite Multiple
  2. Paste email addresses (one per line)
  3. Select role (applies to all)
  4. Click "Send Invitations"

Removing Members​

If someone should no longer have access:

  1. Go to Members
  2. Find the member
  3. Click "Remove"
  4. Confirm removal

They'll immediately lose access to:

  • All projects in organization
  • Organization settings
  • Team data

Note: Their translations are preserved for audit purposes.

Inviting Existing Team Members​

If someone is already in another organization or project:

  1. Send them an invitation
  2. They'll see it in their pending invitations
  3. They can accept to join your organization
  4. They'll have access to both organizations

Best Practices​

  • Clear roles — Make sure invitees understand their role
  • Early onboarding — Send welcome materials with invitation
  • Gradual access — Start with Viewer, upgrade as needed
  • Regular reviews — Check team member status monthly
  • Communication — Let team know who's joining

Troubleshooting​

Invitation Not Received​

  • Check spam/junk folder
  • Verify email address is correct
  • Resend invitation

Member Can't Accept​

  • Check if they have a Wordiy account
  • Verify invitation hasn't expired
  • Resend if needed

Need Different Role​

  • Remove current member
  • Send new invitation with correct role
  • Or update their role in Members list

Next Steps​