Inviting Team Members
- How to invite new team members to your company using invite links
- How to manage and revoke invite links
- How invited members join your company
- How to manage your team (kick or remove members)
AutoTalk lets the company owner (and anyone with the team.manage capability) invite other users to join as team members. Instead of manually creating employee accounts, you generate invite links that can be shared with anyone. When a recipient opens the link and accepts the invitation, they automatically join the company as an Employee.
How invite links work
An invite link is a unique URL that you generate from the Employees page. Each link grants the Employee role (the owner option is disabled — owners cannot be added through invite links). You can configure:
- Max uses -- A limit on how many people can use the link. Choose unlimited for no cap
- Expiration -- How long the link stays valid (for example, 1 hour, 24 hours, or 7 days)
- Label (optional) -- A name to help you remember what the link is for (e.g., "Marketing team" or "Summer interns")
Once generated, the link can be shared via email, messaging apps, or any other channel. The plaintext link is shown only once when generated -- copy it before closing the dialog.
Generating an invite link
- Open the sidebar and navigate to Company > Team > Employees.
- Click the Invite button. A dialog opens.
- Set the Max uses and Expiration, and optionally add a Label. The role is fixed to Employee.
- Click Generate invite link.
- The generated link appears in the dialog with a warning that it is shown only once. Click Copy link to copy it to your clipboard.
- Share the link with the people you want to invite.
Use descriptive labels for your invite links so you can track which link was shared with which group. For example, "Support team - Jan 2025" or "New hires".
Managing invite links
The Invite links panel below the employee roster lists all active invite links. Each link shows:
- The label (or link ID if no label was set)
- The assigned role (Employee)
- The usage count (current uses / max uses), or unlimited
- The expiration, if one was set
To stop a link from being used, click the Revoke button next to it. Revoked links cannot be used by anyone, even if they haven't expired or reached their usage limit.
How invitees join your company
When someone receives your invite link and opens it in their browser:
- If they are not logged in -- They see the company name and role, along with a button to log in. After logging in, they return to the invite page to accept.
- If they are already logged in -- They see a confirmation screen with your company's name, avatar, and the role they'll receive. They click Join Company to accept.
- After accepting, the new team member is redirected to the company selection screen where they can access your company's dashboard.
The new member will have the Employee role and will immediately appear in the team list with active status.
If you need someone to join quickly, send them the invite link along with the signup page URL. They can create an account first, then use the invite link to join your company.
Managing your team
The roster on the Employees page shows everyone in your company, grouped by status. For each employee, you can see their:
- Name
- Role (owner, employee)
- Status (active, pending, blocked, kicked, left)
Available actions
| Action | When available | What it does |
|---|---|---|
| Kick | Employee is active and is not yourself | Sets the employee's status to "kicked", removing their access to the company |
| Remove | Employee has "left" or "kicked" status | Permanently deletes the employee record from the company |
You cannot kick yourself or kick the last owner of a company. This prevents accidentally locking everyone out of owner access.
Roles and access levels
Invite links assign the Employee role, which gives access to inbox, calendar, contacts, and employee settings.
Access to the Employees page — generating invite links and managing team members — is gated by the team.manage capability. The company owner always has it; other employees have it only when one of their assigned roles carries it. The owner role cannot be granted through an invite link.
For more details on how roles affect platform visibility, see Company roles.
Next steps
- Company roles -- Learn more about roles, access levels, and employee profiles