Project Invitations

Invite external guests to access a specific project through email-based invitation.

Invite external guests to access a specific project through email-based invitation. Project Invitations enables batch guest invitations with automatic validation and resend and cancellation functionality for managing pending invitations.

Capabilities

• Invite multiple guests simultaneously via email addresses
• Send batch invitations with single submission
• Validate email addresses before sending invitations
• View invitation status (pending, accepted) for each guest
• Resend invitations to guests who haven’t accepted
• Cancel pending invitations before acceptance

How to Use

1. Navigate to project Settings.

2. Click Invite guests button at the bottom of the settings sidebar.

   

3. Add guest email addresses:

   • Enter email address in the “Email address” field
   • Click Add to add email to the invitation list
   • Repeat to add multiple email addresses (batch invitation)
   • Remove an email by clicking the remove icon (×) next to the address

4. Submit invitations:

   • Review the list of email addresses to invite
   • Click Invite to send all invitations
   • System validates email format for each address
   • Valid invitations send immediately

5. Handle invitation errors:

   • Invalid email format: Email address fails validation
   • Already company member: User is already a member of the organization
   • Already invited to company: Pending invitation exists at company level
   • Already team guest: User already has team access
   • Already invited to team: Pending team invitation exists
   • Error messages display per email address with the specific reason

6. Manage pending invitations:

   • View invitation list with status indicators
   • Resend invitation: Click resend icon next to a pending invitation
   • Cancel invitation: Click cancel icon to remove a pending invitation
   • Confirmation required before cancellation

7. Monitor invitation acceptance:

   • Pending invitations show “Pending” status
   • Accepted invitations show “Accepted” status

Requirements

Requirement	Details
Permission	Project Owner or Admin

Limitations

Limitation	Details
Invitation method	Email-based only
Role assignment	Viewer role only (no role selection)
Invitation expiry	No expiration (remains pending indefinitely)

Related

• Project Configuration - Project settings overview
• Team Members - Team-level user management
• Project List - Viewing projects with guest access