Inviting Team Members

Invite colleagues to your workspace and assign roles.

Step 3 of the onboarding process lets you invite colleagues to your workspace. You can also invite members at any time after onboarding from the Organization section.

Sending Invitations During Onboarding

On the Invite team members page, enter a team member's email address.
Select a Role from the dropdown next to each email field:
- Owner -- Full control over the organization, including billing and deletion.
- Admin -- Can manage members, integrations, and most organization settings.
- Member -- Can view portfolio data and work within the permissions granted to them.
New rows default to the Member role. To add more people, select Add new member and fill in another row.
To remove a row, select the trash icon next to it.
Select Continue to send all invitations at once and proceed to the theme selection step (Step 4).

After invitations are sent, each invitee appears as a badge at the top of the page. You can cancel a pending invitation by clicking the badge.

If you are not ready to invite anyone yet, select Skip this step at the bottom of the page. You can always invite members later.

What Happens When You Send an Invitation

The invitee receives an email with a link to accept the invitation.
The invitation includes the organization name and a prompt to accept or decline.
If the invitee does not yet have a Levelup account, they will be guided through account creation first.

Accepting an Invitation

When a team member receives an invitation:

They click the link in the email.
If they are not signed in, they sign in or create an account first.
They see a page showing the organization name, logo, and a generic list of benefits (such as "Collaborative workspace and team resources", "Organization-specific features and settings", and "Team shared assets"). This list is the same for all invitees regardless of role.
They select Accept Invitation to join, or Decline to reject it.
Declining is permanent -- the invitee would need a new invitation from an admin or owner.

After accepting, the invitee is taken directly into the workspace.

Role Overview

Role	Manage Members	Manage Integrations	Manage Org Settings	Delete Organization	View Portfolio
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	No	Yes
Member	No	No	No	No	Yes

For a complete breakdown of permissions by role, see the Roles and Permissions Reference.

Managing Invitations After Onboarding

After onboarding is complete, you can invite additional members and manage pending invitations from the Organization section in the sidebar:

Navigate to Organization > Members to see current members.
Navigate to Organization > Invitations to see pending invitations and send new ones.

Next Steps

With your team in place, proceed to connect your first integration.

Set Up Organization

Connect Integration