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Invite teammates and get them started

Send an invite, check when it arrives, and handle the common cases — resends, disabled members, and the right default permissions.

Written by Rich Schaeffer

Growing your Stateable org starts with an invite. This guide walks through sending one, understanding the defaults, and handling the most common follow-ups.

Inviting teammates requires the Manage Team permission. If you don't have it, ask your organization's admin.

Send an invite

  1. Open the Team page from the top bar (under your account menu, or at /team).

  2. Click Add member in the top-right.

  3. Enter the teammate's email. Their name and default permissions pre-fill — you can adjust the name and toggle individual permissions before sending.

  4. Click Send invite. They'll receive an email with a sign-in link.

New members receive a default set of permissions — typically Export, Rules, and Assistant. Admin-level permissions (Team, Settings) are off by default and need to be granted explicitly. See Manage teammate permissions and access for the full list.

After you send the invite

Invited teammates appear in the grid with a Pending status until they accept. The status changes to Active once they sign in for the first time.

Resend an invite

If the invite email gets lost:

  1. Right-click the pending member's row.

  2. Choose Resend invite.

A fresh email is sent immediately. The sign-in link from the first email is invalidated.

Disable or re-enable a member

When someone leaves the team:

  1. Right-click their row.

  2. Choose Disable member and confirm.

Disabled members can't sign in and don't count toward your org's seat usage. Their history (who uploaded what, who created which rule) is preserved for audit. To bring them back, right-click and choose Enable member.

Related

  • Manage teammate permissions and access

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