Organizer HQ

Inviting Members

Add new members to your space by sending email or phone invitations.

To add someone to your space, send them an invitation. Invitees receive a link via email or SMS and can accept it to join your organization with the role you assign.

Members tab showing the invite form and member list

Sending an Invitation

  1. Open Settings from the sidebar.
  2. Go to the Members tab.
  3. In the Invite Members section, choose Email or Phone.
  4. Enter the person's email address or phone number.
  5. Select a Role from the dropdown (Admin, Staff, Volunteer Captain, or Volunteer).
  6. Click Send Invite.

Invite form with email and role fields

The invitee will receive an email or SMS with a link to accept the invitation.

Non-admin members can only invite people as Volunteer. Admins can assign any role.

What the Invitee Sees

When someone clicks the invite link:

  • If they already have an account — they are prompted to sign in and accept.
  • If they don't have an account — they see a registration form with their email pre-filled.

After accepting, they become a member of the space with the assigned role and are redirected to the home page.

Managing Invitations

Pending invitations appear below the invite form. From there you can:

  • Resend an expired or reinvite-requested invitation.
  • Cancel a pending invitation.

If an invitation expires, the invitee can click the link again and request a new one.

Managing Existing Members

The Members section of the tab lists everyone in the space with their name, email, role, and join date.

Admins can:

  • Change a member's role using the role dropdown in their row.
  • Remove a member by clicking the trash icon.

Roles

RoleDescription
AdminFull access to all settings, members, and features.
StaffCan manage contacts, sessions, and petitioning workflows.
Volunteer CaptainCan lead teams and manage volunteer activity.
VolunteerCan log their own sessions and upload sheets.

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