How to Invite Users

Control internal staff access and module privileges by inviting new members to your organization and managing existing ones directly from your dashboard.

Step 1: Navigate to Members

Select Organization from the left sidebar of your dashboard.
Below the summary section, navigate to the Members tab to view your current user list.

The Organization Management page with its six tabs and the Member Management section

Step 2: Invite a New Member

Click the green + Invite Member button to open the invitation dialog.
Enter the user's Full Name and Email Address.
Check the exact Access Modules they are permitted to manage (e.g., Organization, Website, Courses, Payments).
Add an optional Welcome Message.
Click Send Invitation to complete the process.

The Invite New Member dialog with Full Name, Email Address, Role, Access Modules and an optional Welcome Message

Step 3: Manage Existing Members

Next to an active user in your list, you can use the quick-action icons to manage their access:

Envelope Icon: Resend their invitation email if they haven't accepted it yet.
Pen Icon: Open the Edit Member Access dialog to check or uncheck their access modules, then click Update Member to apply changes.
Trash Can Icon: Remove the user entirely from the organization dashboard.

The Member Management list showing role, status and access-module badges for each member, with the envelope, edit and delete action icons