How to invite a new member to Fareeqy
Permission: Owner
Invite a member with an email link valid for 3 days, with their role, teams, and a welcome note all set up.
- From the “Navbar” dropdown menu, pick “Team Management”.
- Make sure you're on the “Members” tab.
- Click the “Add Member” button at the top.
- Enter the “Name”، of the person you're inviting.
- Enter the “Email”، where the invite will be sent.
- Pick a “Role” from the list: “Team Member”, “Manager”, or any custom role your company has created. Each role shows a short description of what it can do.
- Optionally pick the “Team(s)” to add the member to.
- Optionally click “Add a welcome message”, write your own or pick a suggested one.
- Click “Send Invitation”.
The member receives an email with an activation link valid for 3 days. The invitation appears in “Pending Invitations”, where you can resend or cancel it.
Note: Inviting members belongs to the owner by default. The owner can hand it to others through a custom role that includes the “Invite members” permission.