Members

Where to find your members

Picture: the Members tab under Settings, listing each member with their email, role and the date they joined, with the Invitations tab beside it and the Invite member button.

Click Settings in the left sidebar, then the Members tab. It lists every member of your organization with their email, their role and the date they joined. The menu at the end of a row opens a dropdown with two options, Edit to change the member’s role and sources and Delete to remove the member. The Invitations tab lists the invites that have not been accepted yet, described below.

Invite a new member

Picture: the Invite member form, with Name, Email, Role set to Member, an optional Sources field, and the Cancel and Send invite buttons.

On the Members tab, click Invite member. Enter the person’s name and email, choose a role, Member by default, and, if required, pick the sources they should have access to from the start. Click Send invite and Askpilot emails them a secure link. Askpilot confirms that the invitation is sent and that it expires in 7 days. What each role can do, and who may invite new members, is explained at Roles and permissions.

Pending invitations

Picture: the Invitations tab, listing a pending invite with its status, role and the date it was sent, and the confirmation that the invitation was sent and expires in 7 days.

The Invitations tab lists every invite that has not been accepted yet, with the invitee’s name and email, the status Invited, the role they will get and when the invite was sent. An invitation expires 7 days after it is sent. The menu at the end of a row opens a dropdown with two options, Resend invitation to send the email again and Delete to withdraw the invite. Once they accept, they move to the Members tab.