Bringing people on board
Once you’ve created an organization, the next step is getting your team in. As an admin, you can invite anyone by email — they’ll receive a link that lets them join your organization in seconds.How to invite someone
1
Go to your organization
Navigate to Organizations in the sidebar and select your organization.
2
Click Manage Members
On your organization’s overview page, click the Manage Members button.
3
Send an invitation
Enter the email address of the person you want to invite. You can also choose what role they should have when they join (for example, Admin, Editor, or Viewer).
4
They'll get an email
The person will receive an invitation email with a link to join. If they already have a Linebundle account, they just click the link and accept. If they don’t, they’ll create an account first and then join automatically.
What roles should you assign?
When you invite someone, you choose their role. Here’s a quick guide:Not sure which role to pick? Start with Editor for most team members. You can always change their role later. Learn more in Roles & Permissions.
Managing pending invitations
You can see all the invitations you’ve sent — including ones that haven’t been accepted yet. From the Manage Members screen:- Pending invitations show up with a “Pending” label
- You can cancel an invitation if you sent it by mistake
- Invitations expire after a set number of days, but you can always send a new one
Tips for a smooth onboarding
Tell your team what to expect
Tell your team what to expect
Give your team a heads-up before you send the invite. A quick message like “Check your email for a Linebundle invite” goes a long way.
Start with the right role
Start with the right role
Most team members are fine as Editors. Only give Admin access to people who need to manage the organization itself.
Create a welcome space
Create a welcome space
Before inviting people, create a space with helpful information — a welcome doc, key dates, or a getting-started guide. That way, new members have something to explore right away.
What’s next?
Manage your members
Learn how to view, update, and remove members from your organization.
Understand roles
Dive deeper into what each role can and can’t do.