Inviting members
Add team members to your CloudSignal organization.
Invite team members to collaborate on your CloudSignal MQTT infrastructure. Use this guide to send invitations, manage pending invites, and control workspace access.
Prerequisites
- You must be an Owner or Admin to invite members
- The person you're inviting needs a valid email address
Navigate to team settings
- Log into the CloudSignal dashboard
- Click Settings in the sidebar
- Select Team
Click Invite Member
Click the Invite Member button.
Enter details
Fill in the invitation form:
| Field | Description |
|---|---|
| The person's email address | |
| Role | Their permission level (see Roles and permissions) |
| Workspaces | Which workspaces they can access (optional) |
Send invitation
- Click Send Invite
- An email is sent to the invitee
- The invitation appears as "Pending" in your team list
Invitation process
After you send an invitation:
- Invitee receives email, contains a link to accept
- Invitee creates account, if they don't have one
- Invitee joins organization, automatically added with assigned role
- Status updates, changes from "Pending" to "Active"
Invitations expire after 7 days. If expired, you'll need to send a new invitation.
Managing pending invitations
View pending invites
In the team settings, pending invitations show with a "Pending" badge.
Resend invitation
If the invitee didn't receive the email:
- Find the pending invitation
- Click Resend
- A new email is sent
Cancel invitation
To revoke an invitation before it's accepted:
- Find the pending invitation
- Click Cancel or the trash icon
- Confirm cancellation
Workspace access
You can limit which workspaces a team member can access.
All workspaces
Member can see and manage all workspaces in the organization.
Specific workspaces
Member can only see and manage selected workspaces:
- When inviting, uncheck "All Workspaces"
- Select specific workspaces
- Member only sees those workspaces
Owners and Admins always have access to all workspaces regardless of workspace assignment.
Role recommendations
| Use case | Recommended role |
|---|---|
| Co-founder, CTO | Admin |
| Backend developer | Member |
| DevOps engineer | Member or Admin |
| QA tester | Member |
| External consultant | Viewer |
| Customer support | Viewer |
Bulk invitations
To invite multiple people:
- Send individual invitations
- Or contact support for bulk import (Enterprise)
Troubleshooting
Invitation not received
- Check spam/junk folder
- Verify email address is correct
- Resend the invitation
- Try a different email address
Invitation expired
- Cancel the old invitation
- Send a new invitation
- New link will be active for 7 days
Wrong role assigned
- After member joins, go to team settings
- Change their role from the dropdown
- Changes take effect immediately
Next steps
- Roles and permissions - Understand what each role can do
- Team overview - Manage your team