> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite a Teammate

> Invite someone to your Hiveku account with the role that fits their job, see what they get, and resend or cancel an invitation

Everyone who works in your Hiveku account signs in with their own login. You invite them by email and pick a role, which decides what they can see and do.

This guide invites a new member of Northwind's team, shows the page they open from the email, and cancels the invitation again.

## Send the invitation

**1. Open Team Members**

Click **Settings** at the bottom of the left rail, then **Team Members**. Click **Invite**.

**2. Type their email and pick a role**

Type the person's work email address. In the list next to it, pick their role, then click **Send Invite**.

![Team Members, 1 member in this account, 1 of 25 seats used; Invite New Member with maya.ortiz@example.com, outlined, the role Member, outlined, and Send Invite, outlined](https://mintcdn.com/locusdigital/-1mXU6hCUf3hCEou/images/how-tos/account/it-01-invite-closeup.webp?fit=max\&auto=format\&n=-1mXU6hCUf3hCEou\&q=85\&s=91fc38eb6a6df1412b20e714667a769e)

An invitation for a new team member

The roles, from most access to least:

| Role | What they can do |
| - | - |
| **Admin** | Everything except transferring ownership of the account |
| **Manager** | Runs all the departments, without billing or security settings |
| **Finance / Accountant** | Accounting, with read access to the CRM and Commerce |
| **Sales** | The CRM and the sales pipeline, including quotes and invoices |
| **Marketing** | Marketing, with read access to the CRM, Commerce and Finance |
| **Support** | The Helpdesk and customer conversations |
| **Member** | Edits in every department you have switched on, without account settings |
| **Viewer** | Read-only, everywhere |

Need something in between? [Build a Custom Role](/how-tos/account/build-a-custom-role.md): it shows up at the end of this list.

The invitation is listed under **Pending Invitations** until they accept it, and it takes a seat from your plan in the meantime. It expires after two days.

![Team Members, 2 of 25 seats used, 1 pending invitation counted, and Pending Invitations (1): maya.ortiz@example.com, invited Oct 23, 2026, expires 10/25/2026, Member, outlined](https://mintcdn.com/locusdigital/-1mXU6hCUf3hCEou/images/how-tos/account/it-02-pending-closeup.webp?fit=max\&auto=format\&n=-1mXU6hCUf3hCEou\&q=85\&s=dc326771803b41bfab6aadd61a655479)

Waiting for them to join

## What your teammate sees

The email has a link to a page that names your account, their role and who invited them. They click **Create Account & Join Team**, or **I already have a Hiveku account** if they use Hiveku for another business, and sign in with the address you invited.

![Team Invitation: You're invited to join Northwind Coffee Roasters, Your role Team Member, Invited by Jamie Holloway, the expiry date, This invitation is for maya.ortiz@example.com, and the buttons Create Account and Join Team and I already have a Hiveku account, outlined](https://mintcdn.com/locusdigital/-1mXU6hCUf3hCEou/images/how-tos/account/it-04-teammate-closeup.webp?fit=max\&auto=format\&n=-1mXU6hCUf3hCEou\&q=85\&s=a69082be1aa611eed5fc46073b1f1064)

The invitation, as your teammate sees it

Once they join, they move from **Pending Invitations** to the member list.

## Resend, share or cancel an invitation

The three buttons on a pending invitation:

![The buttons on a pending invitation, outlined: Copy invite link, Resend invitation and Cancel invitation](https://mintcdn.com/locusdigital/-1mXU6hCUf3hCEou/images/how-tos/account/it-03-buttons-closeup.webp?fit=max\&auto=format\&n=-1mXU6hCUf3hCEou\&q=85\&s=ba5d5b3643122d7aa9c740afe7e53ab7)

Copy link, Resend, Cancel

* **Copy invite link** copies the link from the email, to send it another way.
* **Resend invitation** sends the email again, for example when it went to spam.
* **Cancel invitation** withdraws it: the link stops working and the seat is free again. Click **Cancel Invitation** to confirm.

## Good to know

* **They must use the invited address.** The invitation only works for the email address you typed. To invite a different address, cancel it and send a new one.
* **Change a role or remove someone.** The **⋮** menu on a member has **Change Role**, **View Activity** and **Remove Member**. The account owner also sees **Transfer Ownership** there.
* **Seats.** The line under **Team Members** shows how many seats your plan has and how many are used, pending invitations included. See [Billing](/settings/billing.md) for more seats.


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