Inviting a team member and account access

An Admin with user-management permission opens the person's Team Member Access panel. Check that the person and company are active and the email is correct, then use Invite Team Member when available. The recipient sets their own password using the invitation link.

Queued means waiting for delivery, not Sent. A failed invitation can be reviewed and retried through the available recovery action. If an account is already linked, review that account rather than creating another identity.

Expired, revoked or unavailable links need the Admin's attention. Account conflicts must be resolved before inviting; creating another person record is not a safe workaround. Never share invitation links or passwords.