How do I add a colleague to my organisation?
Invite a teammate
Invite colleagues to your Organisation, and manage invitations and members as your team changes.
About 3 min
Give each colleague their own login to your Organisation. Adding team members is free, so there's no need to share one.
Before you start
- You need to be an admin of the Organisation (or its primary owner) to invite people.
- Your colleague's work email address.
Steps
- Open your Organisation and go to Settings → Organisation → Members.
- Choose to invite someone and enter their email address.
- Send the invitation. It appears in the list as pending until they accept.
- Tell your colleague to look out for an email from
no-reply@supplylens.co.uk, and point them to Accept an invite.
The Members screen is also where you:
- check the status of invitations you've sent
- resend or cancel a pending invitation
- remove a member who has left
- leave the organisation yourself
- hand ownership of the organisation to another current member
Before the primary owner leaves
If the person leaving is the primary owner, have them transfer ownership to another current member first, so the Organisation is never left without an owner.
Check it worked
Your colleague's invitation shows as pending on the Members screen. Once they accept, they appear in the list of current members.
If something goes wrong
- The invitation hasn't arrived. Ask your colleague to check their spam folder, then resend it from the Members screen.
- Your colleague registered with a different email address. They don't need to register again. They can enter the invite code from the invitation on their Home page (see Accept an invite).
- You can't find Members. Older guides send you through the PEPPOL menu. It's now under Settings → Organisation → Members.