Invitation

You need the Invite members permission to invite people.

Invite someone

1. Go to Settings › Team › Members and choose Invite member.
2. Enter their Email.
3. Pick their Roles. See Roles and Permissions.
4. Choose Send invite.

They get an email with a link to join. The invite shows as Pending on Members until they accept.

note

An invite link works for 7 days. If it expires, invite them again.

Accepting an invite

What the person you invited sees depends on whether they already use Gerai Digital:

• New to Gerai Digital: the link asks them to Set up your account with their full name and a password, then join.
• Already have an account: they sign in with the invited email, then choose Accept invitation.

The invite only works for the email it was sent to. If they're signed in with a different email, they're asked to switch accounts.

Invitation status

Status	What it means
Pending	Sent, not accepted yet.
Accepted	They've joined your organization.
Expired	The 7 days passed. Invite them again.
Rejected	They declined.

Changing someone's roles

You need the Manage roles permission. Open the member's menu on Members, choose Edit member, change their Roles and Save member.