Welcome Email Option
You have the option to send the team member a welcome email with a magic link to log in. This is the most convenient option for most situations—the team member receives an email, clicks the link, and they're immediately logged in and ready to start using the platform.
Deactivating the Welcome Email
Alternatively, you can choose to deactivate this welcome email. This might be useful if you want to personally onboard the team member, if their email setup is complicated, or if you simply prefer to handle the invitation yourself.
Using the Invite Link
In this scenario, you can simply copy the invite link from the interface and send it privately to the team member. You might share it via text message, a direct message on Slack, or any other way you normally communicate with your team.
Same Result, Different Delivery
Whether you use the automatic welcome email or manually share the invite link, the end result is the same—your team member gets access to the platform with the role and permissions you've configured for them.