Module 1 of 12 · Getting started · Lesson 5 of 7

Invite a teammate or a client to a project

Send an invitation from the project's Members page, choose employee or client, and pick the right role.

6 minBeginnerFor: Agency owner or managerLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

People get access one project at a time. You invite them by email from the project, say whether they are on your team or a client, and choose a role that decides what they can do.

By the end you can

Invite one person, or up to 50 at once
Choose between Employee and External client
Resend or cancel an invitation that has not been accepted

Screens used

Project, Members

Steps

1
Open Members
On: Project, Members
Open the project, then open the Ops hub and choose Members.
You should see: A list of the people in this project and an Invite member button.
2
Start an invitation
On: Project, Members
Press Invite member. A window titled Invite teammates opens with two tabs: Single and Bulk (up to 50).
You should see: The Single tab shows an Email address field.
3
Say who they are
On: Project, Members
Type the Email address. Under Who are you inviting? choose Employee for someone on your team, or External client for the customer. A client gets read-only portal access and does not appear in your team list or HR pages.
You should see: One of the two cards is highlighted.
4
Choose the role
On: Project, Members
Open Role and choose what they do: Admin, Manager, Editor, Writer, Reviewer, Analyst, CRM or Backlink Executive. Give the smallest role that lets them do their job. A freelance writer should be a Writer, not an Editor.
You should see: The role you chose shows in the field.
5
Add a note and send
On: Project, Members
Add a Welcome note (optional) so they know why they are being invited, then press Send invite.
You should see: "Invitation created" with an Invitation link you can copy. The link expires in 7 days.
6
Watch for the acceptance
On: Project, Members
Press Done. Until the person accepts, they appear under Pending. From there you can refresh the link for another 7 days, or Cancel the invitation.
You should see: The person is listed under Pending, and moves into Members once they accept.

Tips

For many people at once use Bulk (up to 50): paste the addresses one per line or separated by commas. Everyone gets the same role and note; people who are already members are skipped.
Refreshing an invitation makes a new link. The old link stops working.

Troubleshooting

The person says the link has expired.: Open Members, find them under Pending and refresh the invitation, then send them the new link.
A teammate accepted but cannot see another project.: Access is per project. Invite them from that project's Members page as well.

One row per shot, in the same order as the guide. Estimated length 2:30, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Invite a teammate or a client to a project. Send an invitation from the project's Members page, choose employee or client, and pick the right role.

Hold until you see: Lesson title on screen for three seconds.

0:19Step 1: Open Members (Project, Members)

Say: Open the project, then open the Ops hub and choose Members.

Hold until you see: A list of the people in this project and an Invite member button.

0:32Step 2: Start an invitation (Project, Members)

Say: Press Invite member. A window titled Invite teammates opens with two tabs: Single and Bulk (up to 50).

Hold until you see: The Single tab shows an Email address field.

0:48Step 3: Say who they are (Project, Members)

Say: Type the Email address. Under Who are you inviting? choose Employee for someone on your team, or External client for the customer. A client gets read-only portal access and does not appear in your team list or HR pages.

Hold until you see: One of the two cards is highlighted.

1:13Step 4: Choose the role (Project, Members)

Say: Open Role and choose what they do: Admin, Manager, Editor, Writer, Reviewer, Analyst, CRM or Backlink Executive. Give the smallest role that lets them do their job. A freelance writer should be a Writer, not an Editor.

Hold until you see: The role you chose shows in the field.

1:37Step 5: Add a note and send (Project, Members)

Say: Add a Welcome note (optional) so they know why they are being invited, then press Send invite.

Hold until you see: "Invitation created" with an Invitation link you can copy. The link expires in 7 days.

1:53Step 6: Watch for the acceptance (Project, Members)

Say: Press Done. Until the person accepts, they appear under Pending. From there you can refresh the link for another 7 days, or Cancel the invitation.

Hold until you see: The person is listed under Pending, and moves into Members once they accept.

2:12End card

Say: That is invite a teammate or a client to a project. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.