Inviting teammates to your team

In Vani, you can invite people to collaborate with you in a team.

How you invite teammates depends on whether you are using the Team plan or working within an organization in the Business plan.

Adding teammates within an organization (Business plan)

If you are working within an organization, you can add users who are already part of the organization to your team.

To add users to a team:

1.  Go to Settings. 
2.  Open Org settings. 
3.  Click Teams. 
4.  Select the team you want to manage. 
5.  Click Add users. 
6.  Search for the users you want to add from your organization.
7.  Select the users, choose their team role, and click Add users to confirm.

The selected users will be added to the team and can start collaborating.

Note:

1.  Only users who are already part of the organization can be added this way. 
2.  You must have the required team permissions to add users. 

Inviting teammates in the Team plan

If you are using the Team plan, you can invite teammates by sending them an invite.

To invite teammates:

1. Go to Settings.
2. Click Invite users in Team Settings. 
3. Enter the email address of the person you want to invite and select their team role. 
4. Click Send. 

The invited user will receive an email with a link to join your team.

Note: Only Admins and Super Admins can invite teammates. To learn more about roles and permissions, see: Understanding team roles and privileges in Vani

What happens when a teammate is invited

If the invited user does not have a Vani account, they can use the invite link to sign up and join the team.

If the invited user already has a Vani account, they will see a pending team invite indicator in the top-left corner of their listing page. Clicking it will show all pending invites, which they can choose to Accept or Decline.

Once accepted, the team appears in their team dropdown, and they can switch to it anytime.

Managing pending invites

You can view and manage invites that have not yet been accepted in Team settings. Click the Show invited users checkbox, to view and manage all the pending invites.

You can:

1.  View pending invites 
2.  Resend invites 
3.  Cancel invites if needed 

Where to go next

1. Managing users in your organization
2. Team roles and privileges
3. Creating or joining a team
   

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