Docs

How to invite members

Add team members to your Boki workspace

How to invite members

Add team members to collaborate in your workspace. All plans include unlimited members.

Overview

Invite team members by email. They'll receive an invitation to join your workspace.

Prerequisites

  • Workspace admin or owner permissions
  • Email addresses of people to invite

Steps

  1. Go to Settings (gear icon)
  2. Under Workspace, click Members
  3. Click Invite member
  4. Enter the email address
  5. Select a role (if role options are available)
  6. Click Send invitation

Confirmation: The invitation appears in the pending invitations list.

Invitation process

  1. You send: Invitation sent via email
  2. They receive: Email with link to accept
  3. They accept: Click link, create account (if new) or sign in
  4. They join: Appear as active member in workspace

Member limits

All plans include unlimited members:

PlanMembers
StarterUnlimited
GrowthUnlimited
ScaleUnlimited

Managing members

View members

Settings → Members shows:

  • Active members
  • Pending invitations
  • Member roles

Remove a member

  1. Find the member in the list
  2. Click the menu (three dots)
  3. Select Remove

Removed members lose access immediately but can be re-invited.

Cancel an invitation

  1. Find the pending invitation
  2. Click the menu (three dots)
  3. Select Cancel

Resend an invitation

If someone didn't receive the email:

  1. Find the pending invitation
  2. Click the menu (three dots)
  3. Select Resend

Result

After a member joins:

  • They can access workspace content
  • They appear in the members list
  • Their actions are logged for collaboration

Tips

Check spam folders: Invitation emails sometimes end up in spam.

Use work emails: Company email addresses are easier to manage.

Remove inactive members: Good security practice to remove people who no longer need access.