--- title: "How to Invite & Manage Team Members in FirstSales | FirstSales" description: "Invite teammates with the right role and workspace access, track and cancel pending invites, and onboard whole companies with invite links or domain allowlists." canonical: "https://firstsales.io/tutorial/invite-team-members/" --- [Home](/)/[Tutorials](/tutorial/)/How to Invite & Manage Team Members in FirstSales Team & Workspace # How to Invite & Manage Team Members in FirstSales Invite teammates with the right role and workspace access, track and cancel pending invites, and onboard whole companies with invite links or domain allowlists. 7 min read·Beginner·7 steps 1. 1 ## Open Settings → Team Team management lives under **Settings → Team**. It's a tabbed panel: **Members**, **Invitations**, **Groups**, **Links**, and **Domains**. Which tabs you see depends on your permissions — you need invite rights to see Invitations and Links, and org-settings rights for Domains. 2. 2 ## Invite people On the **Invitations** tab (or **Invite** on the Members toolbar), open the **Invite team members** drawer. Each row is one invitee: an **email** and a **role**. Click **Add another** to invite several at once, then **Send invitations**. One **Workspace access** setting applies to everyone in the batch — grant all workspaces or pick specific ones. ![Invite people](/tutorials/team-02-invite.webp) 3. 3 ## Choose the right role FirstSales has five roles, from most to least access: * **Owner** — full access including billing and org transfers. Can't be assigned by invite (there's one, set at creation). * **Admin** — manage members, settings, and all workspace content. * **Manager** — manage campaigns, contacts, and workspace content. * **Member** — standard access to campaigns and contacts. * **Viewer** — read-only. You can only grant roles at or below your own level. 4. 4 ## Track and cancel pending invitations The Invitations tab lists each invite with the invitee's email, who sent it, when, its role, and a status: **pending**, **accepted**, **expired**, or **cancelled**. To pull one back, hover a **pending** row and cancel it — you'll confirm before it's revoked. There's **no "resend"** button: to re-invite someone whose invite expired, cancel it (if still listed) and send a fresh one. 5. 5 ## Manage existing members The **Members** tab shows everyone with their role, a **workspace-access** pill ("All workspaces" or a count), and an active/suspended status. The row's kebab menu lets you **Edit workspace access**, **Suspend/Unsuspend**, or **Remove** — each gated by your permissions, and never available on your own row or an owner. ![Manage existing members](/tutorials/team-01-members.webp) 6. 6 ## Share an invite link For open onboarding, use the **Links** tab. Create a shareable join link with an optional **permission group**, a **max uses** cap (blank = unlimited), and an **expiry** in days (blank = never). Anyone with the `/join/…` link joins under those settings. Revoke a link anytime — that can't be undone. 7. 7 ## Auto-join by email domain To onboard a whole company automatically, add your domain on the **Domains** tab. Anyone who signs up with an email at an allowed domain is auto-assigned up to a **max role** you set (member, viewer, or manager — not admin). Remove a domain and new signups from it stop auto-joining. ## Pro tips Hard-won shortcuts that keep warm-up on track. 1 ### Invite least-privilege, upgrade later Start people at Member or Viewer and raise them if they need more. It's easier to grant access than to explain why someone had too much. 2 ### No resend — cancel and re-invite There's no resend button. If an invite expires, cancel the old one and send a new invitation rather than hunting for a resend that isn't there. 3 ### Invite links for cohorts, invites for individuals One-off hire? Send an invitation. Onboarding a whole team or agency? A capped, expiring invite link saves you typing every email. 4 ### Domain allowlist for company-wide rollout If everyone shares a company domain, the Domains allowlist auto-assigns new signups a role — no per-person invite needed. Cap the max role sensibly. ## Frequently asked questions Where do I invite team members? **Settings → Team → Invitations** (or the **Invite** button on the Members tab). The drawer lets you add multiple email+role rows and set one workspace-access scope for the batch. What roles are available? **Owner** (full access, not invitable), **Admin**, **Manager**, **Member**, and **Viewer** (read-only). You can only assign roles at or below your own level. How do I cancel an invitation? On the Invitations tab, hover a **pending** invite and cancel it (you'll confirm first). Only pending invites can be cancelled. How do I resend an invite? There's no resend action. If an invitation expired, cancel it and send a new one from the invite drawer. Can I limit someone to specific workspaces? Yes. The invite sets a workspace-access scope (all or specific workspaces), and you can later **Edit workspace access** from a member's kebab menu on the Members tab. How do I onboard a whole company at once? Add your email domain on the **Domains** tab so new signups auto-join up to a max role, or share a capped, expiring **invite link** from the Links tab. How do I remove or pause a member? On the Members tab, open a member's kebab menu to **Suspend/Unsuspend** or **Remove** them (subject to your permissions). You can't do this to yourself or to an owner. ## Ready to put this into practice? Start your FirstSales trial and launch a warmed, authenticated mailbox in minutes. 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