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Invite colleagues from Settings → Team so each person gets their own account in your organization. For the full walkthrough, see Settings, team, and brands. To create the roles you assign here, see Roles and permissions.
There is no resend button on Team. If an invitation has expired, send a new one with Invite. If it is still active, revoke it first, then invite again.

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Where to find it

Settings is not in the main sidebar. Click the organization switcher at the bottom of the sidebar (your organization’s name), then:
  • Invite team members - opens the Team tab directly.
  • Manage - opens Settings. Then click the Team tab.
Organization switcher with Manage and Invite team membersOrganization switcher with Manage and Invite team members

Invite team members in the organization switcher opens Team

The Team tab has three parts, from top to bottom: Custom roles, Invitations and the list of team members.

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Send an invitation

Under Invitations, use the Invite new team member row (We’ll email them an invitation to join your organization.).
Invite new team member row with an email field, Select role (optional) and InviteInvite new team member row with an email field, Select role (optional) and Invite

Invitations - email, optional role, then Invite

Invite new team member row with the Select role list open and no custom roles yetInvite new team member row with the Select role list open and no custom roles yet

Select role (optional) is empty until you create a custom role

1

Enter the email

Type your colleague’s address in Enter email address.
2

Pick a role (optional)

Open Select role (optional) and choose a custom role, or leave it empty.
3

Restrict to a brand (optional)

If you see the brand list, keep No brand (organization-wide) unless this person should only work in one brand.
4

Click Invite

The button shows Sending… while Zippendo sends the email. You see Invitation sent, and the person appears in the team list as Pending until they accept.
If the invitation cannot be sent, you see one of these messages: If you are restricted to one brand yourself, you can only invite people into that same brand. See Create a brand. Your plan sets how many team members your organization can have: 10 on Free, 20 on Standard and Growth, and unlimited on Pro and Enterprise. See Billing and usage.

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What the invited person sees

They get an email with a link to join your organization. The link opens a page that says You’ve been invited!, with Accept invitation and Decline.
  • If they have no Zippendo account yet, they click Create account and sign up with the email address the invitation was sent to.
  • If they already have an account, they click Sign in.
  • If they are signed in with a different email address, they see Different email address and must sign in with the invited address.
Accepting the invitation also confirms their email address. If the link no longer works, they see Invitation not found. Send them a new invitation.

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The team list

The list below Invitations shows everyone who has joined and every pending invitation, for example Team members (3). A badge next to the title counts them, for example 2 active, 1 pending. Type in Search to find people by name or email address. See Search and filters.
You cannot change your own role or brand restriction, and you cannot remove yourself. Another team member has to do it.
When you change a role, you see Role updated (or Couldn’t update the role). Changing someone’s role or brand restriction needs a role with Edit everything.

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Revoke a pending invitation

1

Open the row menu

On a row with the Invited badge, open the menu at the end of the row and click Revoke invitation.
2

Confirm

The window asks Are you sure you want to revoke the invitation sent to [email protected]? You can’t undo this. Type DELETE in the box. Revoke stays grayed out until the text matches.
3

Click Revoke

You see Invitation revoked. The link in the email stops working.
To give the person access later, send a new invitation from Invite new team member.

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Remove a team member

1

Open the row menu

Open the menu at the end of the person’s row and click Remove team member.
2

Confirm

Type DELETE in the box and click Remove.
You see Team member removed. The person can no longer open your organization. Removing team members needs a role with Edit everything. See Roles and permissions.