Getting started

Invite your team

Send, resend and revoke invites, choose roles and teams up front, and troubleshoot delivery.

6 min read

People join a workspace through invites issued from /settings/users. Each invite is bound to a secure one-time token and a specific email address, so only the intended recipient can accept it. All invite types use the same token path and are delivered by Limnn's transactional email.

Sending an invite

  1. 1Go to /settings/users and choose Invite user.
  2. 2Enter the person's work email address.
  3. 3Pick a system role (Admin, Manager or User; Super Admin is reserved for the owner and other trusted administrators) and any additional custom roles from /settings/roles.
  4. 4Optionally assign a team so dashboards, routing and manager scoping work from the first login.
  5. 5Send. The recipient gets an email with a link to set a password and join.

Managing pending invites

  • Resend - issues a fresh email on the same token, useful when the first message was filtered.
  • Revoke - invalidates the link immediately, even if the email is already in the recipient's inbox.
  • Change role - edit the user after acceptance; role changes apply on their next request, not at next login.
  • Deactivate - removes access but preserves history; frees a seat for billing purposes.

Bulk onboarding

For larger teams, use /settings/import to load people from CSV, then invite in batches. Create teams first at /settings/teams so imported users can be placed correctly. Sync HR data through People so the org chart and reporting lines drive Manager-level visibility automatically.

Seats are consumed by active users. If an invite fails with a seat-limit message, deactivate an unused user or add seats at /settings/billing before retrying.
If a colleague never receives an invite, check for typos, ask them to look in spam or quarantine (first-time senders are often held), then Resend. Do not create a duplicate invite for the same address.

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