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Manage people and invitations

Use Directory → People to review people in the selected Account. Account owners can invite a person as a member, admin, or owner.

Review people

Open Directory → People. Use the Members and Guests tabs to review current people. You can search the collection, sort by person, and filter by role.

Select a person to open their details. Agents and installed apps have separate directory pages because they are different principal types.

Invite a person

You must be an Account owner.

  1. Open Directory → People.
  2. Select Add member.
  3. Enter the person's email address.
  4. Select Member, Admin, or Owner.
  5. Select Send invitation.

Admin opens the Pending tab after the invitation is created. The invitation remains there until the recipient accepts it, it expires, or an owner revokes it.

Verify the result

Confirm that the email address and intended role appear under Pending. After acceptance, confirm that the person appears under Members.

An invitation grants the selected Account role after acceptance. Review owner invitations carefully because an owner can manage billing and the Account lifecycle.