Invite a team member or expert
- Open team management for the organization.
- Select the option to add a new user.
- Assign the appropriate role.
- Copy the personal invitation link.
- Send it securely to the intended person.
- After they sign in, check that the user appears in the organization with the correct role.
Important
- the link is personal and intended for one person;
- it becomes invalid after successful use;
- do not publish it in a shared channel;
- grant only the minimum permissions required;
- the role applies within a specific organization.
Use the expert role for an external consultant who needs access to production data but is not responsible for daily task execution.