Inviting Team Members

How to invite new users to your workspace and manage their onboarding. Inviting Team Members Learn how to add new users to your TyneBase workspace and get them started quickly.

Sending Invitations

Email Invitation

1. Navigate to Admin > Users & Teams
2. Click + Invite Member
3. Enter the new member's email address
4. Select the user role
5. Click Send Invite

Managing Invitations

Pending Invitations

• View all pending invites in the Users & Teams section
• Resend invitations if needed
• Cancel invitations that aren't accepted

Accepted Invitations

• Automatically appear in your user list
• Users can immediately access based on their role
• You can modify roles after they join

Onboarding Best Practices

Before Inviting

• Set up your workspace structure
• Create initial categories
• Prepare any templates

After They Join

• Assign relevant documents
• Explain your workspace structure
• Set up any specific permissions

Troubleshooting

User Not Receiving Email

• Check spam folder
• Verify email address is correct
• Try resending the invitation

Link Expired

• Generate a new invitation link
• Send a fresh email invitation

Access Issues

• Verify the user has the correct role
• Check if they're using the correct email
• Ensure they're not blocked by any restrictions