Using CertivantTeamInvite teammates

Invite teammates

Add teammates to your Certivant organization by email invitation or admin-created accounts, assign their role, and manage pending invitations and removals.

Who can do this:Org ownerOrg admin

What it does

Adds another person to your organization so they can sign in and start working. Two paths:

  • Invite by email — the most common case. We send them an email with a link. They click it, set up their own account (or sign in if they already have one), and they're in.
  • Admin-create an account — for situations where you'd rather provision the account yourself with a pre-set password (and email them the credentials out-of-band). Useful when onboarding multiple staff at once or when you can't rely on email delivery.

You also assign their organization role at invite time — admin or member. See Roles at a glance for the difference.

The Settings → Members page — the "Add a member" panel with Invite-by-email / Create-account tabs and a role selector, above the list of active members and pending invitations.

Before you start

  • You must be the org owner or admin. Members can't invite.
  • Your plan's seat limit must have room. Check the Seats X/Y badge on your org card in the personal dashboard, or under Settings → Billing. If you're at the cap, you can't add more members until you upgrade or remove someone.
  • For the email-invite path, your platform's email provider must be configured (super-admin concern). If invitation emails aren't arriving, that's the first thing to check.

Steps — invite by email

Open Members settings

Settings → Members in the left sidebar. You'll see the current member list plus an Add member card at the top.

Open the Add Member dialog

Click Add member to open the dialog. It has tabs: Existing, Invite, Create.

Pick the Invite tab

Enter their email + role

  • Email — what to send the invite to.
  • Role on join — Member (default) or Admin. You can change it later.

Send

Click Send invitation. They get an email. The invite expires in 48 hours — re-issue if they miss the window.

Steps — admin-create the account

Use this when you'd rather hand the person their login directly (corporate IT scenario, or you don't want to rely on email delivery).

Open Settings → Members → Add member.

Switch to the Create tab.

Fill Full name, Email, and pick the role.

(Recommended) Leave Require password change on first login ticked. The user gets a one-time auto-generated password; on first sign-in they're forced to set their own.

Click Create account.

The auto-generated password appears in a toast for ~20 seconds AND is copied to your clipboard. Share it with the user via a secure channel (Signal, password manager, in-person). Welcome email delivery is automatic where configured; if not, share manually.

Adding an existing org user to a team

If the person is already in your organization and you want to also add them to a team you manage, use the Existing tab. Pick them from the list and assign their team role (team_owner / team_admin / team_user). See Roles at a glance for what each team role can do.

Removing a member

From Settings → Members, find the person, click the kebab menu on their row, and choose Remove member. Confirm.

Removing a member doesn't delete their applicant data — verifications they originated remain in the system and become orphaned. Reassign their applicants first (see Review verification requests) if you want continuity of management.

The removed user can no longer sign into your organization. If they were a member of multiple orgs, their other memberships are untouched.

Pending invitations

The Members page has a small list of currently-outstanding invitations near the top. From there you can Resend (re-trigger the email with a fresh 48-hour window) or Cancel (revoke the invite — the link in the email stops working).

Options & fields

FieldRequiredNotes
EmailyesLowercased on save. Must be unique within your org.
Org roleyesMember (default) or Admin. Changeable later.
Team roleonly on Existing + Create tabsWhen adding into a team — team_user (default), team_admin, team_owner.
Require password changeonly on Create tabRecommended ON. Forces the user to pick their own password on first sign-in.

Troubleshooting

"Add member" button is greyed out / missing

You're at your plan's seat limit, or you're not org admin/owner. Check the seat badge on your dashboard.

Invitation email never arrived

  • Check spam.
  • Resend from the pending-invitations list.
  • Ask your super admin to verify the platform's email provider is healthy (Admin → Settings → Email → Test email).

The user already exists in another org

That's fine. When they accept the invitation we add them as a member of your organization too — they'll see both in their org switcher.

I created an account but never wrote down the password

Open Settings → Members, find the user, click the kebab menu, and choose Reset password. They'll get a new auto-generated password.

Automate actions with workflows

Build Certivant Automation Workflows that react to verification events — form submission, approval, score threshold — and run actions like notifying applicants or routing work to the right team.

Forms overview

Learn what Certivant forms are, when to use KYC, KYB, or custom types, and how to manage your org's forms list.

On this page

What it doesBefore you startSteps — invite by emailOpen Members settingsOpen the Add Member dialogPick the Invite tabEnter their email + roleSendSteps — admin-create the accountAdding an existing org user to a teamRemoving a memberPending invitationsOptions & fieldsTroubleshooting"Add member" button is greyed out / missingInvitation email never arrivedThe user already exists in another orgI created an account but never wrote down the passwordRelated