Inviting Teammates — Grantable Docs

Adding people to your team

Grantable accounts support multiple team members. Owners and admins can invite new people by email — the invitee receives a link to join your account and is added to the workspace you specify.

Who can send invites

Only account owners and admins can invite new members. If you don’t see the invite option, ask your account owner to either send the invite or upgrade your account role.

Sending an invitation

Open Settings from the sidebar.
Go to the Team tab.
Click Invite Member.
Enter the person’s email address.
Choose an account role — admin or member.
Select which workspace to add them to.
Choose their workspace role — admin, editor, commenter, or viewer (defaults to editor).
Click Send Invite.

The invitee receives an email with a link to join your account. The invite appears in your Team tab under Pending Invites showing the email, workspace, and role.

What the invitee sees

The invitation email includes your workspace name, who sent the invite, and the role being offered. When the invitee clicks the link:

They’re taken to the Grantable login page.
They sign in or create an account (using email OTP or Google sign-in).
A confirmation screen shows the invite details — who invited them, the workspace name, and their role.
They click Join team to accept.

Once accepted, they’re added to your account and join the invited workspace with the workspace role you selected at invite time.

They don’t have to go through the emailed link. If they sign in to Grantable with the invited email address — a link they’d already lost, a colleague who signed up on their own first — Grantable matches the waiting invitation to their account at sign-in and adds them to the workspace, with a confirmation that tells them which team they’ve joined.

If they’d rather not join, Skip for now on the confirmation screen declines the invitation for good — they won’t be prompted about it again on later sign-ins. Clicking the link in the original email still lets them join later if they change their mind.

Pending and revoking invites

Pending invites are listed in the Team tab. Each entry shows the invitee’s email, the workspace they were invited to, the assigned role, and when the invite was sent.

To revoke a pending invite, click the revoke button next to it. The invitation link becomes invalid immediately.

Account roles vs. workspace roles

When you invite someone, you assign two roles:

Account role (admin or member) — controls access to account-level settings like billing and team management.
Workspace role (admin, editor, commenter, or viewer) — controls what they can do inside the specific workspace they join.

You set both at invite time. You can adjust the workspace role from the Team tab after they accept. See Roles & Permissions for the full breakdown.

Tips

Double-check the email address before sending — each email can only have one pending invite per account.
Assign the member account role for most teammates. Reserve admin for people who need to manage billing and account settings.
Workspace roles are set at invite time — members invited via the Team tab join as editor by default, and admins join as admin. You can adjust after they accept if needed.