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

# Invite members

> Add agency managers and operators to your workspace by email or with a one-time invite link, and choose what they may do before they join.

Invite people from the [Members](/agencies/members) page at
[app.wpos.ai](https://app.wpos.ai). You can email an invite to one address, or
create a link to share with the person yourself. Either way, you choose their
role and what they may do before they join.

Owners can invite **Agency Managers** and **Operators**. Agency Managers can
invite **Operators** to their own team.

## Open the invite screen

On the Members page, click **Add member**. The **Invite a member** screen has
two tabs: **Invite by email** and **Invite by link**.

<Frame caption="Invite a member: choose the role, enter their email, and set what they may do.">
  <img src="https://mintcdn.com/wpos/0iN1wl9s70lh6vWp/images/surfaces/invite-member.png?fit=max&auto=format&n=0iN1wl9s70lh6vWp&q=85&s=5da5efa6f74d3bea8d5023c7004a5107" alt="The WPOS Invite a member screen on the Invite by email tab, with a Role dropdown set to Operator, an Email field, a Permissions strip showing 12 of 16 allowed, and a Send invite button." width="1920" height="891" data-path="images/surfaces/invite-member.png" />
</Frame>

## Choose the role and what they may do

Both tabs start with the same two choices.

* **Role.** The owner picks **Agency Manager** or **Operator** (Operator is the
  default). A manager can only invite operators, so the role is fixed for
  them.
* **Permissions.** The strip shows how many switches are on, for example
  **12 of 16 allowed**. Open it to see **What an Operator may do** (or **What
  an Agency Manager may do**) and switch individual permissions on or off.
  Filter the list by area: Sandbox, Site, Handoff, Plan, Connector, or
  Support.

The switches start on for everything you can pass on, except a few powerful
ones that always start off: **Create sandboxes**, **Delete sandboxes**,
**Delete sites**, **Cancel the plan**, **Create WordPress users**, and
**Disconnect connectors**. Turn those on only for someone who needs them.
Operators are never offered the billing permissions or **Create WordPress
users**.

<Note>
  An Agency Manager can only pass on permissions they hold themselves. The
  exceptions are **Add sites** and **Create sandboxes**, which a manager can
  give even without holding them.
</Note>

## Invite by email

<Steps>
  <Step title="Enter their address">
    On **Invite by email**, type their address in **Email**, set the role and
    permissions, and click **Send invite**.
  </Step>

  <Step title="WPOS checks the address">
    Before anything is sent, WPOS stops invites that cannot work: your own
    address, someone who is already a member, or an address that already has
    an invite waiting. To send a fresh invite to that address, remove the
    waiting one under **Pending invites** first.
  </Step>

  <Step title="They get the email">
    The invite is for that email address only and expires after 7 days. The
    confirmation on screen tells you how they will get in.
  </Step>
</Steps>

How they get in depends on whether they already use WPOS:

* **New to WPOS.** WPOS creates their account, and the email carries a
  temporary password. They sign in and join the workspace straight away.
* **Already have a WPOS account.** They sign in with their existing account
  and accept the invite from the email.
* **Sign in with Google.** They join with **Continue with Google**.

If the email cannot be delivered, the screen shows the invite link instead so
you can share it yourself.

## Invite by link

A link is useful when you do not know the person's address yet, or want to
send the invite through chat.

1. On **Invite by link**, set the role and permissions.
2. Click **Create invite link**, then copy the link and share it.

Each link works once: the first person who joins with it uses it up. A link
expires after 3 days. There is one live link per role, so if a link already
exists, **Show link** brings it back instead of making a new one.

The permissions are fixed when the link is created. To change them, or to
close a link you shared by mistake, click **Reset link**. The old link stops
working immediately and a new one replaces it.

When someone opens the link while signed out, they click **Continue with
email**, enter their work address, and click **Send my invite**. WPOS then
emails them their sign-in details for your workspace.

## What the invited person sees

The invite opens a **Join** page showing the workspace, the role they are
joining as, and who invited them.

| Situation                          | What happens                                                                                                                 |
| ---------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| Signed in with the invited account | They click **Accept invite** and land on the dashboard. There are no setup questions.                                        |
| Signed in with a different account | A warning names both addresses, with **Sign in with a different account**.                                                   |
| Signed out, emailed invite         | They click **Sign in to accept**, sign in, and come back to accept.                                                          |
| Already joined                     | The page says they are already in the workspace and offers **Go to dashboard**.                                              |
| Invite no longer works             | The page says **Invite unavailable** and why: expired, revoked, already used, or not found. They need a new invite from you. |

Once they join, they see only the sites you assign them. See
[Members](/agencies/members) for roles, budgets, and assigning sites.

## Pending invites

Invites that have not been accepted appear on the Members page under **Pending
invites**. Each shows the role, the address (for email invites), when it
expires, and **Not accepted yet**.

* **Copy link** copies the invite's joining link, so you can send it again
  yourself.
* **Remove** cancels the invite at once. Its link stops working and the row
  goes away.

Agency Managers see the invites they sent; the owner sees them all.

<CardGroup cols={2}>
  <Card title="Members" icon="users" href="/agencies/members">
    Roles, teams, credit budgets, and managing each member.
  </Card>

  <Card title="Workspace" icon="layer-group" href="/agencies/workspace">
    The account view your team shares at app.wpos.ai.
  </Card>
</CardGroup>
