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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.

  1. From the “Navbar” dropdown menu, pick “Team Management”.
  2. Make sure you're on the “Members” tab.
  3. Click the “Add Member” button at the top.
  4. Enter the “Name”، of the person you're inviting.
  5. Enter the “Email”، where the invite will be sent.
  6. 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.
  7. Optionally pick the “Team(s)” to add the member to.
  8. Optionally click “Add a welcome message”, write your own or pick a suggested one.
  9. 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.