Before you start
- A free seat on the Workspace’s plan. Pending invitations count toward seats.
- Your colleague’s email address. Only that address can accept the invitation.
- The role they need: Admin to manage the team, brand, reports, and publishing; Member to create audits and edit drafts; or Viewer to read reports only.
Steps
Step 1: Open Team
In the sidebar under Workspace, choose Team.
DashboardNew AuditProjectsReportsHosted ReportsWorkspaceBrandTeamBilling & UsageCustom DomainsSettingsIN THE PROOFLIN APP Step 2: Choose Invite Member
The invitation dialog opens and shows how many seats are free.
Step 3: Enter the email and choose a role
Enter your colleague’s email address and choose Admin, Member, or Viewer. Only the Owner can choose Admin. Ownership is never granted by invitation; it moves only through Transfer Ownership.
Invite Member
Emailname@company.comRoleMemberIN THE PROOFLIN APP Step 4: Choose Send Invitation
Prooflin emails the invitation, and it appears under Invitations as pending until it’s accepted. You can resend it, which stops the previous link working, or revoke it.
What you should see
When your colleague accepts, they appear in the team list with their role. They use the Workspace’s plan and are never asked for a card or a Trial.
Common problems
Pending invitations count toward seats, so Invite Member is unavailable when every seat is used. Revoke a pending invitation or remove a member to free a seat, or the Owner can move to a larger plan.
They already have access. Change their role from the team list if they need different permissions.
Resend or revoke it from the list instead of creating a new one.
The invitation is saved as pending and holds a seat. Use Resend from the list once email delivery is available again.
Invitations can only be accepted by the invited address. Your colleague should sign out and sign in with that email.
Ask an Owner or Admin to send a new one.