Invite your team

Bring colleagues into your organization so they can work on documents with you. Team members are free, and each one gets a role that decides what they can change.

Before you start#

Inviting members and changing roles needs the members permission, which owners and admins have. Roles and permissions explains what each role can do.

Invite a member#

Bookmaker emails them an invitation to join your organization, and shows you the link with a Copy button in case you would rather send it yourself. The link works once and expires after 7 days.

Only an owner can invite someone as an owner; admins can invite every other role.

What your colleague sees#

What happens when they open the link depends on whether they already use Bookmaker:

• New to Bookmaker: they choose a name and a password of at least 12 characters, then Accept invitation. They are signed straight in.
• Already have an account, signed out: they are asked to sign in, then open the link again.
• Already signed in: they choose Join and switch into your organization. One account can belong to several organizations; see Work with several organizations.

Pending invitations#

Invitations not yet accepted are listed on Settings › Team with their email, role and expiry date. To cancel one, choose Revoke. To resend an invitation, revoke it and invite the same address again. A link that has expired, been used or been revoked shows "This invitation link is no longer valid."

Change a member's role#

On Settings › Team, choose the member's role and pick a new one, then confirm. The change takes effect on their next page load.

• Only an owner can promote someone to owner or change an owner's role.
• The last owner cannot be demoted, so the organization always has an owner. Make someone else an owner first.
• Changing your own role is allowed, but you may not be able to change it back yourself.