Invitations

Invitations are the way new people join a workspace. The admin sends one from the team's Members tab; the recipient lands on /invitation?token=… and accepts. This page covers the admin side — for the recipient flow see Accepting an invitation.

Sending an invitation

On a team's Members tab, click Add member and pick the Invite by email mode:

1. Email — the address Level will send the invitation to. Format-validated client-side; the recipient must log in with this exact address.
2. Role — exactly one. The role applies at the team you're currently looking at.

Submit and Level fires the email. The new pending row appears in the Members table immediately.

What the recipient gets

An email with a link of the form https://app.marketing-bar.com/invitation?token=…. They:

1. Click the link.
2. Sign in (if not already) — the email must match the one you invited.
3. See the invitation page with the team name, the role they'll get, and who invited them.
4. Click Accept.

After acceptance, Level adds them to the team with the chosen role and routes them to /clients.

Tracking pending invitations

The Members tab shows invitations that haven't been accepted yet inline with the active members, distinguished by:

• An email-icon avatar instead of the user's photo / initials.
• A Pending badge.
• The elapsed time since you sent it (Invited 5 minutes ago).
• The role(s) the invitee will receive on accept.

You can leave them as-is until they're accepted or expire.

Possible failure states on the recipient side

When the invitee opens /invitation?token=…, Level may render one of:

• Loading — fetching the invitation.
• Valid — accept ready.
• Already accepted — they're already a member; nothing to do.
• Expired — past the token's expiry.
• Not found — token revoked or invalid.
• Email mismatch — they're signed in as a different user.

If you hear back "the link doesn't work," ask which message they saw — it usually points at the fix:

• Expired → resend the invitation.
• Email mismatch → check the email; they may have signed up with a different one.
• Not found → token is invalid; resend.

Resending or revoking

The current UI doesn't have a one-click "resend" or "revoke" action on a pending invitation row. Workarounds:

• Resend — delete the pending row and send a new invitation to the same email.
• Revoke — delete the pending row. Once deleted, the recipient's link returns Not found.

A future iteration will likely add explicit Resend / Revoke actions; if you need them frequently, mention it to your administrator.

Permissions

Sending invitations requires permission to manage teams at the team you're inviting into. Without it, the Add member action and Invite by email mode are hidden.