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Inviting people gives them a pending membership in the organization, or in chosen workspaces, that becomes access once they accept. Use it to bring new teammates into Atlan Trident with the right role from the start. To change who can reach an existing workspace instead, see Manage workspace members.

Before you begin

Before you start, make sure you have:
  • Invitation access: Members and admins can open Members under Organization in Settings. Available targets and roles depend on your access. You cannot invite someone above your own role on the target. A workspace whose visibility is Invited members only accepts invitations only from its own admins.
  • Email addresses: The work email of each person to invite.
1

Open invitation form

Open Settings, select Members under Organization, then select Invite. To invite straight into one shared workspace, you can also open that workspace’s home and use Add members in its toolbar, or Create → Invite people. The steps below use the form in Settings.
2

Choose where and role

  1. Next to Invite to, keep your organization or choose one or more workspaces. Anyone invited to a workspace also joins the organization as a member.
  2. Enter one or more email addresses. Select Add another to add a row.
  3. Choose each person’s role. Choose Member for most people, and Admin only for someone who must manage organization-wide access or settings. A workspace invitation offers the workspace roles Admin, Builder, and Viewer instead.
3

Send invitation

Select Send invite. Access begins when the person accepts the invitation.While the organization’s Who can join setting is Closed, the dialog warns Nobody can join <organization> right now and you cannot send an organization invitation. Select Open Domains in the warning, change Who can join there, then return and send. Workspace invitations still send, but the organization refuses invitations to new people while the policy is Closed.A batch can partially succeed. The dialog keeps refused rows and their reasons; sending again retries those rows. Check the Invitations tab for the ones that succeeded.No free seats left means the organization has no capacity for the refused invitation. Members and pending invitations occupy seats. Ask an admin to add capacity in Billing, or remove an unneeded member or invitation, then retry the refused rows.The form can also warn This organization has no role an invitation can use, so invites can’t be sent; contact Atlan support.
4

Verify pending invitation

Open the Invitations tab and confirm each invitation is listed. From its action menu, select Resend invite if the recipient needs a new email, or Revoke invite if they should no longer be able to join. An invitation within its last two days before expiry, or already expired, shows Resend directly on its row; the filter menu’s Expiring soon lists just those invitations. If a resent email can’t be sent, Atlan Trident shows an error; try again later. Revoking an invitation does not affect active members. A workspace invitation can also be resent or revoked from that workspace’s access list; see Manage workspace members. The organization’s Members page offers the same Resend invite and Revoke invite actions on its Invitations tab.

Act on people from Members page

The organization’s Members page lists everyone in the organization, with each person’s Role, Skills built, and Agents built. To open it, go to the organization home and select the member count in its header, or See all members on the Members card. The page also offers Manage in Settings, which opens Members under Organization in Settings.
  • The Members tab lists members, and the Invitations tab lists pending invitations. Use Search people to match a name or email address, and All roles to show one organization role.
  • A member’s action menu offers Copy email and View their profile. If you can manage the organization’s members, as admins can, it also offers Remove from organization for anyone but yourself. Removing asks you to confirm: the person loses access to this organization and everything in it, and what they built stays.
  • An invitation’s action menu offers Resend invite and Revoke invite if you can manage the organization’s members. Revoking asks you to confirm; the address can join again only through a new invitation.
To change roles or manage invitations, use Members under Organization in Settings instead. Its list also works from the keyboard: j and k move through the rows, and / moves to the search field.

Troubleshooting

If an invited person accepts but cannot see a workspace or its skills, see Workspace access errors.

Next steps

See also