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Invite Members to a Team on the Basic or Premium Plan

Invite team members by email, review license requirements, and resend invitation emails.

On a team using the Basic or Premium plan, the Owner, Admins, and Administrative Assistants can invite members by specifying their email addresses.

Invitation links cannot be used for these plans.

To invite members to a team on the Free plan, see Invite members to a team on the Free plan (Japanese).

Before inviting members

Whether a user consumes a license depends on their role.

  • Roles that consume a license

    • Owner

    • Admin

    • Member

    • Light Member

  • Roles that do not consume a license

    • Administrative Assistant

    • Assistant

Users with a role that consumes a license can be set as participants in scheduling.

Users with a role that does not consume a license cannot be set as participants in scheduling.

If no licenses are available, only Administrative Assistant and Assistant can be selected when inviting a member.

Invite members

  1. The team Owner, an Admin, or an Administrative Assistant logs in to TimeRex and opens the Dashboard.

  2. Click Invite members to the right of Team Settings.

    You can also open the invitation screen by clicking Team Settings, selecting Members from the menu on the left, and then clicking Invite members.

  3. Enter the email address of each user you want to invite, select the role to assign, and click Continue to confirmation.

  4. If you invite users with roles that consume licenses, you need enough licenses for the total number of:

    • Current team members with roles that consume licenses

    • Invited users who have not yet joined and whose selected roles consume licenses

    • New users you are inviting with roles that consume licenses

  5. If no licenses are available, add licenses as necessary.

  6. Review the users to invite and the roles to assign, then click Send invitation email.

  7. The invited user clicks Join Team in the invitation email to complete joining the team.

    Related: Join the Team

Resend an invitation email

  1. The team Owner, an Admin, or an Administrative Assistant logs in to TimeRex and opens the Dashboard.

  2. Click Team Settings.

  3. From the menu on the left, select Members, then select the Invited tab.

  4. Click Resend invitation for the relevant member.

FAQ

Can I invite an account with the same email address to the team?

You cannot invite the same email address to a team.

For example, suppose a TimeRex account connected to a Google Account with email address A already belongs to the team. You cannot invite another TimeRex account connected to a Microsoft account that uses the same email address A.

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