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
- Go to Settings (gear icon)
- Under Workspace, click Members
- Click Invite member
- Enter the email address
- Select a role (if role options are available)
- Click Send invitation
Confirmation: The invitation appears in the pending invitations list.
Invitation process
- You send: Invitation sent via email
- They receive: Email with link to accept
- They accept: Click link, create account (if new) or sign in
- They join: Appear as active member in workspace
Member limits
All plans include unlimited members:
| Plan | Members |
|---|---|
| Starter | Unlimited |
| Growth | Unlimited |
| Scale | Unlimited |
Managing members
View members
Settings → Members shows:
- Active members
- Pending invitations
- Member roles
Remove a member
- Find the member in the list
- Click the menu (three dots)
- Select Remove
Removed members lose access immediately but can be re-invited.
Cancel an invitation
- Find the pending invitation
- Click the menu (three dots)
- Select Cancel
Resend an invitation
If someone didn't receive the email:
- Find the pending invitation
- Click the menu (three dots)
- 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.
Related
- Workspaces reference — Workspace configuration
- Settings reference — All settings documentation