> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calgest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting members

> How to invite team members to join your CalGest workspace.

Invite your team so they can log in and manage their schedule, customers, and appointments.

## Sending an invitation

<Steps>
  <Step title="Go to Members settings">
    Navigate to **Settings > Members**.
  </Step>

  <Step title="Click Invite">
    Click the **Invite** button.
  </Step>

  <Step title="Enter their details">
    * **Email address** — the person's email
    * **Role** — select the role to assign (Admin, Manager, Employee, or Customer)
  </Step>

  <Step title="Send">
    The person receives an email invitation with a link to join your organization.
  </Step>
</Steps>

## What happens next

1. The invited person receives an email with a join link
2. They click the link, create an account (or sign in if they already have one), and accept the invitation
3. They appear in your team member list with their assigned role
4. You can then [link them to an employee record](/team/employees) so their appointments are tracked

## Managing invitations

Pending invitations are visible in the Members settings. Invitations expire if not accepted within the configured time period.

You can also:

* **Resend** an invitation if the person didn't receive it
* **Revoke** a pending invitation
* **Change a member's role** after they've joined
* **Remove a member** from the organization

<Warning>
  The **Owner** role cannot be reassigned. If you need to transfer ownership, contact support.
</Warning>
