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Invite Team Members

Build your team by inviting members to your organization.

Before You Start​

You need:

  • Owner or Admin role in the organization
  • Team member's email address
  • Know which organization role they should have (Owner, Admin, or Member)

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 "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 Organization Role​

Choose the appropriate organization-level role:

  • Owner — Full organization control (invite only if you trust them completely)
  • Admin — Can manage team members and projects
  • Member — Limited access, project-level permissions assigned separately

Learn more about roles and permissions.

Complete Invitation Form

5. (Optional) Assign Project Roles​

If inviting as a Member, you can assign them specific roles in projects:

  • Translator — Can create and edit translations
  • Reviewer — Can review and approve translations
  • Viewer — Read-only access

You can also assign project roles after they join.

6. 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 to our organization to help with translations. Looking forward to collaborating!"

7. Send Invitation​

Click "Send Invitation"

The team member will receive an email with:

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

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. Get access to 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 organization 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 accept if they join Wordiy before expiration

Assigning Project Roles After Joining​

Once a Member joins your organization, assign them specific project roles:

  1. Go to Members
  2. Find the member
  3. In the projects table, select their role (Translator, Reviewer, Viewer, or None)
  4. Save changes

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:

  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
  • Security — Only assign Owner role to trusted administrators
  • Gradual access — Start with Member role, assign specific projects as needed
  • Early onboarding — Send welcome materials with invitation
  • Regular reviews — Check team member status and roles 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 to Change Role​

  • Update their organization role in the Members list
  • For project-specific roles, update the project role assignment

Next Steps​