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Inviting Team Members

Learn how to invite members to your Kindship team and manage their access.

Growing your team is simple. This guide covers how to invite new members, manage pending invitations, and handle common situations.

Sending Invitations

Step 1: Access Team Settings

  1. Switch to your team account using the account switcher
  2. Go to Team Settings > Members (or find the Members option in your team navigation)

Step 2: Start the Invitation

Click the Invite Member button (or "Invite" or "Add Member" depending on your interface).

Step 3: Enter Details

Fill in the invitation form:

  • Email Address — The invitee's email (must be valid)
  • Role — Choose Owner, Admin, or Member

Step 4: Send the Invitation

Click Send Invitation. The invitee receives an email with instructions to join.

What Happens Next

For the Invitee

They receive an email with:

  • Information about the team
  • Who invited them
  • A link to accept the invitation

If they already have a Kindship account, they can accept directly. If not, they'll create an account first.

For You

The invitation appears in your pending invitations list. You can:

  • See its status (pending, accepted, expired)
  • Resend if needed
  • Cancel if sent in error

Managing Invitations

Viewing Pending Invitations

In Team Settings > Members, see all pending invitations:

  • Who was invited
  • When the invitation was sent
  • Current status

Resending Invitations

If someone didn't receive or lost the email:

  1. Find their pending invitation
  2. Click Resend
  3. A fresh email is sent

Canceling Invitations

If you invited someone by mistake:

  1. Find their pending invitation
  2. Click Cancel or Revoke
  3. The invitation link no longer works

Invitation Best Practices

Double-Check Email Addresses

Invitations go to whoever controls that email. Verify addresses before sending.

Choose the Right Role

Most people should be Members. Only grant Admin or Owner to those who need it.

Include Context

Let invitees know via another channel (Slack, email) that an invitation is coming and what the team is for.

Set Expectations

Brief new members on how your team uses Kindship — which agents, what conventions, etc.

After They Join

Once someone accepts:

They Appear in the Member List

You'll see them with their chosen role.

They Have Access

They can now see team agents, conversations, and planning.

They Can Contribute

They can participate based on their role permissions.

Changing Roles

After someone joins, you might need to change their role:

  1. Go to Team Settings > Members
  2. Find the member
  3. Click their role or an edit option
  4. Select the new role
  5. Save changes

Changes take effect immediately.

Removing Members

If someone needs to leave the team:

  1. Go to Team Settings > Members
  2. Find the member
  3. Click Remove or a similar option
  4. Confirm the removal

They lose access immediately but their past contributions remain in team history.

Limits and Restrictions

Invitation Limits

Depending on your plan, there may be limits on:

  • Number of team members
  • Pending invitations
  • Invitation frequency

Check your plan details for specifics.

Role Restrictions

Only Owners can:

  • Add other Owners
  • Remove other Owners
  • Manage billing

Admins can manage Members but not Owners.

Troubleshooting

Invitee Didn't Receive Email

  • Check if the email went to spam
  • Verify the email address is correct
  • Try resending the invitation
  • Have them check with their IT if using work email

Invitation Expired

Invitations may expire after a set time. Simply resend to generate a fresh link.

Can't Change Someone's Role

You might not have permission. Check:

  • Your role (need Admin+ to change roles)
  • Their role (can't demote Owners unless you're an Owner)

Member Can't Access Something

Check:

  • Is the team account selected?
  • Is the agent shared with the team?
  • Are there permission settings on specific agents?

Next Steps