> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# Invite your team

The invite flow lives under **Admin > Team > Invite**. Owners and Admins can send invites; Members see the team list but can't add to it. There are no passwords to manage on either end. Each invite emails the recipient a magic link that signs them in and adds them to your workspace.

## How the flow goes

You open the Invite drawer, choose between single and bulk, and pick a role per row. Pivotal sends the magic link inside two minutes. The recipient clicks the link, sets their display name, and lands on the Workbench scoped to the customers they've been assigned. Invites expire after seven days. If your teammate misses the window, find their row in **Admin > Team > Pending** and click **Resend**.

### Single invite

Type an email, pick **Owner**, **Admin**, or **Member** from the dropdown, click **Send**. Use this when you're adding one person and want to set a custom welcome note. The note ships in the invite email above the magic link.

### Bulk invite

Paste up to 50 comma-separated emails into the bulk box. Pivotal validates each address on blur and flags duplicates or already-active teammates in yellow. Choose one role for the whole batch; if some are Admins and some are Members, send two batches. Bulk invites skip the welcome note.

## The Pending tab

Every unaccepted invite shows up under **Admin > Team > Pending** with the role, sender, and timestamp. From each row you can:

* **Resend**: re-issues a fresh magic link and resets the seven-day clock.
* **Revoke**: kills the invite. The link in their inbox 404s.
* **Change role**: useful if you sent the invite as Member and meant Admin.

Revoked invites do not free up a seat (no seat was charged yet). Accepted invites do; you'll see the seat count update on the next billing cycle, prorated.

## Edge case to know

If your CRM and Pivotal disagree on a teammate's email (work email in Pivotal, personal in HubSpot), the integration sync runs against the Pivotal email, not the CRM one. Invite teammates with the email they use for work tooling so notifications and CRM mentions resolve to the same person.

## Related

* [Roles and permissions](/product/setup/roles-and-permissions)
* [Plans and seats](/product/setup/plans-and-seats)
* [Connect Slack](/product/integrations/connect-slack)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.