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

# Invite members

> Add people to your Rulebase organization with the right role so they can start working immediately.

Everyone who works in Rulebase needs their own account. Inviting someone sends
them an email with a link to join your organization, and the role you choose
controls what they can see and do once they accept.

<img src="https://mintcdn.com/rulebase/nRmHnyRJv-otnvt6/images/invite-members-page.png?fit=max&auto=format&n=nRmHnyRJv-otnvt6&q=85&s=116811cf82d4c5bd1d97b077edb2c953" alt="Settings People Members page showing the Invite button, search bar, role filter, and a member table listing seven people across different roles with Active and Pending statuses" width="2880" height="1146" data-path="images/invite-members-page.png" />

## Before you start

* You need an admin role or permission to manage invitations.
* Have the email addresses ready. You can invite several people at once.
* If the role you want to assign doesn't exist yet, create it first under
  [Settings > People > Roles](https://app.rulebase.co/settings/people/roles).
  See [Roles and permissions](/guides/roles-and-permissions).

## Send invitations

1. Go to [Settings > People > Members](https://app.rulebase.co/settings/people/members).
2. Click **Invite**.
3. In the **Email addresses** field, type one or more addresses separated by
   commas.
4. Choose a **Role** from the dropdown.
5. Click **Send invitations**.

<img src="https://mintcdn.com/rulebase/nRmHnyRJv-otnvt6/images/invite-members-dialog.png?fit=max&auto=format&n=nRmHnyRJv-otnvt6&q=85&s=19c50c0d589cfe2a62c06df2ee0eaf50" alt="Invite team members dialog with email addresses field and role dropdown" width="448" height="284" data-path="images/invite-members-dialog.png" />

Rulebase sends each address an invitation email. Until the recipient accepts, they
appear as **Pending** on the
[Invitations](https://app.rulebase.co/settings/people/invitations) tab.

## Scoping access for non-admin roles

If your organization has partners configured, the invite dialog shows an
additional **Scope** field. Scoping narrows what data the invited person can
reach:

* **Entire organization** — access to data across the whole organization. This is
  the default.
* **Specific groups** — access limited to the groups you select.
* **Specific teams** — access limited to the teams you select.
* **Specific partners** — access limited to the partners you select.

Two roles ignore scope entirely. Administrators always have access across the
entire organization, and agents can only ever access their own tickets and
activity. Selecting either role disables the scope picker.

<Tip>
  Everyone in a single invite batch receives the same role and the same scope.
  When onboarding a mixed group, send one batch per role rather than one batch for
  everyone.
</Tip>

## Track and revoke pending invitations

The [Invitations](https://app.rulebase.co/settings/people/invitations) tab lists
every invitation with its **Email**, **Role**, **Status**, and the date it was
**Invited**. Organizations with partners configured also see a **Scope** column
showing where that person's access will land.

While an invitation is still **Pending**, its row has an overflow menu with a
**Revoke** option. Revoking marks the invitation as **Revoked** and the link
stops working. Once someone has accepted, the menu disappears; manage them from
the [Members](https://app.rulebase.co/settings/people/members) tab instead, where
you can change their role or remove them from the organization.

## What happens after someone accepts

The recipient clicks the link in their invitation email and sets up their
account. They then appear on the **Members** tab, and they can log in and work
according to their role's permissions right away. There's no separate approval
step on your side.

## Related

* [Roles and permissions](/guides/roles-and-permissions)
* [Create and manage teams](/guides/access-management/create-and-manage-teams)
* [SSO setup](/guides/sso-setup)
* [Identity provider role assignment](/guides/identity-provider-role-assignment)
