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Invite a team member or expert

  1. Open team management for the organization.
  2. Select the option to add a new user.
  3. Assign the appropriate role.
  4. Copy the personal invitation link.
  5. Send it securely to the intended person.
  6. 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  • do not publish it in a shared channel;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.