> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite Team Members

> Quick guide to inviting team members to your organization

<Frame>
  <img src="https://mintcdn.com/valiyou/sCriyPuV2W2izTA4/images/getting-started/invite-team-members.png?fit=max&auto=format&n=sCriyPuV2W2izTA4&q=85&s=d8d1251c47b1dad5bf9ecdbae9afc956" alt="Invite Team Members" width="2732" height="2048" data-path="images/getting-started/invite-team-members.png" />
</Frame>

Learn how to quickly invite colleagues to your Valiyou organization.

<Info>
  This is a quick start guide for invitations. For comprehensive team management including permission control, removing users, and troubleshooting, see [Platform → Team Management](/platform/team-management).
</Info>

## Sending an Invitation

1. Navigate to **Platform** → **Users**
2. Click **"Invite User"** button (top right)
3. Enter team member's **email address**
4. Select **roles and permissions** in the tree:
   * **Admin**: Full access to everything
   * **Valuations**
     * **Dashboard**: Access valuation dashboard
     * **Valuations**: Create and manage valuations
       * **Edit Sales Value**: Modify sales values
       * **Edit Transfer Value**: Modify transfer values
       * **Edit Marketing Value**: Modify marketing values
       * **Edit Brand Value**: Modify brand values
     * **Reports**: View valuation reports
     * **Methods**: Configure valuation methods
   * **Sponsorships**
     * **Sponsors**: Manage sponsors
     * **Packages**: Create and manage packages
     * **Inventory**: Access item inventory
     * **Proposals**: Send and manage proposals
     * **Analytics**: View sponsorship analytics
   * **Platform**
     * **Users**: Invite and manage team members
     * **Organisation**: Modify organisation settings
     * **Billing**: Access billing and subscription
     * **Plugins**: Manage integrations
     * **API**: Manage API keys
   * **Approver**: Approve valuations (independent role)
5. Click **"Send Invitation"**

<Tip>
  **Admin Auto-Grant**: Checking "Admin" automatically grants all sub-permissions for full access.
</Tip>

<Frame>
  <img src="https://mintcdn.com/valiyou/z2pJ7wmd2xLDORva/images/getting-started/invite-modal.png?fit=max&auto=format&n=z2pJ7wmd2xLDORva&q=85&s=7d5b40132e9196a64240b47e0a982ccb" alt="Invite User Modal" width="2732" height="2048" data-path="images/getting-started/invite-modal.png" />
</Frame>

## Team Member Receives Invitation

Your team member receives an email containing:

* Organization name
* Inviter's name
* Assigned roles/permissions
* Invitation link
* Expiration date

<Frame>
  <img src="https://mintcdn.com/valiyou/cjWBEvf0I9QncoZW/images/getting-started/invitation-email.png?fit=max&auto=format&n=cjWBEvf0I9QncoZW&q=85&s=3343b75f42af0183b8a001a3f4b22cb9" alt="Invitation Email" width="2732" height="2048" data-path="images/getting-started/invitation-email.png" />
</Frame>

## Accepting the Invitation

<Frame>
  <img src="https://mintcdn.com/valiyou/OzC7CqzrePqs6ab1/images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad%20Pro)Youre_Invited.png?fit=max&auto=format&n=OzC7CqzrePqs6ab1&q=85&s=c666faaf48268cb179a270df22ad7ab7" alt="Invitation Acceptance Page" width="2732" height="2048" data-path="images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad Pro)Youre_Invited.png" />
</Frame>

### If They Have an Account

1. Click the invitation link
2. Log in with the **same email address** that received the invitation
3. Click "Accept Invitation"
4. Automatically redirected to the organization dashboard

### If They're New to Valiyou

1. Click the invitation link
2. Click "Sign Up"
3. Create an account using the **invited email address**
4. Verify their email
5. Return to the invitation link
6. Click "Accept Invitation"

<Frame>
  <img src="https://mintcdn.com/valiyou/OzC7CqzrePqs6ab1/images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad%20Pro)Create-your-account.png?fit=max&auto=format&n=OzC7CqzrePqs6ab1&q=85&s=d18b51276e0abf5bc2e17980bdf0e501" alt="Sign Up Page" width="2732" height="2048" data-path="images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad Pro)Create-your-account.png" />
</Frame>

<Warning>
  **Email Matching Required**: The team member must log in or sign up with the exact email address that received the invitation. Invitations cannot be transferred to different email addresses.
</Warning>

## Common Issues

### Wrong Email Address

If logged in with a different email:

1. See "Wrong Account" message
2. Log out
3. Log in with correct email
4. Click invitation link again

<Frame>
  <img src="https://mintcdn.com/valiyou/OzC7CqzrePqs6ab1/images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad%20Pro)Wrong-Account.png?fit=max&auto=format&n=OzC7CqzrePqs6ab1&q=85&s=8fb1f3d324e5d23fcacc05d66891fe94" alt="Wrong Account Error" width="2732" height="2047" data-path="images/valiyou.com_invite_3f3d0e3e-c69c-4695-8a8b-da2740ad08ad(iPad Pro)Wrong-Account.png" />
</Frame>

### Invitation Expired

If invitation has expired:

1. Contact organization admin
2. Request new invitation
3. Accept promptly

### Invitation Already Accepted

Link shows error message - this is a security feature. User should log in normally.

## Next Steps

<CardGroup cols={2}>
  <Card title="Manage Team" icon="users" href="/platform/team-management">
    Full documentation for team management and permissions
  </Card>

  <Card title="Assign Permissions" icon="shield-check" href="/platform/team-management#roles-and-permissions">
    Edit roles and permissions after acceptance
  </Card>

  <Card title="Remove Users" icon="user-minus" href="/platform/team-management#removing-team-members">
    Revoke access when team members leave
  </Card>

  <Card title="Seat Limits" icon="credit-card" href="/platform/billing/usage">
    Check plan limits and upgrade if needed
  </Card>
</CardGroup>
