Inviting a Team Member

This page explains how to invite another user to join your account workspace in Dash.

When to invite a team member

Invite a team member when another person needs access to help with tasks such as:

Using team access is better than sharing one main account login across multiple people.

From there, use the invitation area shown on the team page.

Depending on the current interface, the invitation flow may appear as a form or a dedicated invitation panel.

Provide the email address for the person you want to invite.

Make sure the entered email is correct before continuing.

A wrong email can create unnecessary delay or confusion later.

Before sending the invitation, choose the permissions that match the person’s actual responsibilities.

Depending on the current team setup, permissions may include areas such as:

Only assign the access that is actually needed.

A good practice is to keep permissions as limited as possible while still allowing the required work.

After reviewing the email and selected permissions, send the invitation.

Once submitted, the invited user may appear in the team list with a pending or invited state until the invitation process is completed.

After sending the invitation, return to the team list and confirm that:

This helps confirm that the invitation was created successfully.

If the invited user does not appear, or the invitation state looks wrong:

When contacting support, include the invited email address and a short description of the issue.