How to Invite Team Members
Adding team members to your Scalelite Manager Pro account is a straightforward process. Follow these steps to invite colleagues and assign appropriate permissions.
Step 1: Open the Invite Dialog
Navigate to Team from the sidebar menu and click the Invite Member button in the top right corner.
Step 2: Enter Member Details
Step 3: Select Role
Choose the appropriate role for the new team member. Consider what tasks they'll need to perform:
Step 4: Invitation Sent
Once sent, the invitee will receive an email with a link to join your team:
Invitation Expiration
Invitations expire after 7 days. If an invitation expires, you can resend it from the Team page by clicking "Resend" next to the pending member.
What Happens Next?
- The invitee receives an email with a unique invitation link
- They click the link and create their account (or link to existing account)
- Once accepted, they appear as "Active" in your team list
- They can immediately access the portal based on their assigned role
Security Note
Only invite people you trust. Admin users can view sensitive information and make configuration changes. For monitoring-only access, use the Operator role.
Managing Pending Invitations
From the Team page, you can:
- Resend: Send another invitation email if the original wasn't received
- Cancel: Revoke a pending invitation before it's accepted