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How do I invite a teammate?

Invite teammates from the authenticated Team page and assign a role.

The Team page manages invitations, roles, and access for your CommentLink account.

  1. Open Team

    Open Team at `/team` from an authenticated account.

  2. Invite a member

    Enter the teammate email address and choose a role: analyst, support agent, sales agent, marketing manager, finance manager, or admin.

  3. Share the invitation

    Copy the generated `/accept?token=...` link and share it with the invitee.

Limitations

  • Seat limits can reject an invitation with HTTP 402.
  • Restrictions can narrow role access but never widen it.

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