Common WorkflowsUpdated May 2026

Invite a Team Member

How to invite a colleague to your Tetri Copilot workspace.

Access:OwnerAdmin

Overview

This workflow walks you through inviting a new team member to your workspace. The invitation process takes less than a minute.

Step-by-Step: Invite a Team Member

  1. 1

    Go to Settings in the sidebar (or expand Workspace โ†’ Members).

  2. 2

    Click Members.

  3. 3

    Click Invite Member.

  4. 4

    Enter the colleague's work email address.

  5. 5

    Select the appropriate role โ€” Admin for managers, User for regular team members, Viewer for read-only access.

  6. 6

    Click Send Invitation.

  7. 7

    Your colleague receives an email invitation.

  8. 8

    They click the link in the email, verify their email with a one-time code if new to Tetri Copilot, and are added to your workspace.

  9. 9

    You will see them appear in the Members list once they accept.

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Note

If the invitation is not received within 5 minutes, ask the colleague to check their spam folder. You can also resend the invitation from the Members page.

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