---
title: "Invite people and manage their roles"
summary: "Invite people to your organisation, share or revoke invitations and change their roles. Invitations and roles are separate from paid seats."
url: https://help.maincode.com/products/matilda/v1/en/organisations/invite-and-manage-members
product: "Matilda"
kind: how-to
version: v1
source: MaincodeHQ/matilda-apps@44e52b188d4d324371ee5fb4bb094dc1789ea478
---

# Invite people and manage their roles

Invite people to your organisation and give them the roles they need.
Invitations and roles are separate from paid seats: people join without a seat,
and you give them one afterwards.

## Before you start {#before-you-start}

Owners and identity admins can invite people and change roles. Seat admins and
billing admins can open **Members** to see the list, but don't see
**Invite people** or the role controls. Only someone who can give
administrative roles, usually an owner, can invite an administrator or change
an administrator's roles.

Open the account menu at the bottom of the chat sidebar, choose
**Organisation settings**, check the organisation name at the top of the
sidebar, then select **Members**. On a phone, use the menu at the top of the
page to choose **Members**.

## Send an invitation {#send-an-invitation}

1. On **Members**, select **Invite people**.
2. Enter the person's work email in **Email address**.
3. Under **Role**, keep **Member** unless they need an
   administrative role.
4. Select **Send invitation**. Check the address and roles in
   **Send this invitation?**, then select **Send**.
5. Select **Close**. The address appears under **Pending invitations** with
   its role and when it expires.

![The Invite people dialog with an example work email and the Member role selected.](https://help.maincode.com/media/matilda/v1/en/12e2cb4fdc93e1df23c61e57ac1c9beae29942f0da5f466ae300c8a3a68a2c01.png)

They'll get an email with a link to join. To send the link yourself, select
**Copy invite link** next to their address under **Pending invitations**. You'll
see **Invite link copied**; only the invited address can use it. If your browser
can't copy, a dialog shows the link to copy by hand. Copying the link doesn't
resend the invitation or change when it expires.

Once they've joined, give them a seat from their menu. See
[Assign seats and check product access](https://help.maincode.com/products/matilda/v1/en/organisations/manage-seats-and-access).

## Accept an invitation {#accept-an-invitation}

1. Open the invitation link and sign in with the exact email address that was
   invited.
2. If your company's sign-in page opens, choose the work account for that
   address.
3. Check the organisation name and the roles under **You’ll join as**, then
   select **Accept invitation**.
4. Select **Confirm invitation acceptance** in **Join this organisation?**.
5. To chat as the organisation, open the account menu and choose it under
   **Chat as**. Ask an owner or seat admin for a seat if Chat is blocked.

If the page says **This invitation is unavailable to your signed-in account.**,
compare the signed-in email with the invited address. Select
**Sign in with the invited account** if they differ. The message can also mean
the invitation was accepted, revoked or expired; it doesn't say which. Ask an
administrator to check **Pending invitations** and the member list before they
invite you again.

If accepting didn't get a reply, select **Retry original acceptance**. Signing
in again doesn't accept an invitation for you.

## Change a member’s roles {#change-a-members-roles}

1. On **Members**, find the person under **People**. Select
   **Next member page** if needed.
2. Open the person's menu and choose **Change role**.
3. In the dialog that opens, select the **Roles** they should have.
4. Select **Save**. The list shows their new roles.

Only owners can change roles. Making someone an owner, or removing an owner,
asks you to confirm first. You can't give up your own ownership until someone
else is an owner; the dialog says
**You’re the only owner. Make someone else an owner first.** when that's the
case.

Changing someone's roles cancels invitations they sent that haven't been
accepted. If you use single sign-on, each time someone signs in with it their
**Member**, **Seat administrator** and **Identity administrator** roles are
set from your identity provider's groups, replacing what you choose here. See
[Map group roles](https://help.maincode.com/products/matilda/v1/en/authentication/manage-sso-and-recovery#s-map-group-roles).

Owners manage everything, including billing and other owners. Identity admins
manage sign-in, domains and directory sync. Seat admins give people seats.
Billing admins and billing viewers manage or read billing. A role doesn't give
anyone a seat, and a seat doesn't make anyone an administrator.

## Recover or revoke an invitation {#recover-or-revoke-an-invitation}

To withdraw an invitation, select **Revoke** next to the address under
**Pending invitations**, then **Revoke** in the confirmation. The link stops
working, and you can invite them again later. Revoking doesn't remove someone
who has already joined; use
[Remove or restore organisation access](https://help.maincode.com/products/matilda/v1/en/organisations/remove-organisation-access) for that.

An expired invitation no longer works. Use **Invite people** to invite the
same address again; you don't need to revoke the expired invitation first.

If sending didn't get a reply, the page shows
**We couldn’t confirm an invitation**. Select **Open invitation**, check
**Pending invitations**, then select **Try again**. It keeps the same address
and roles, and doesn't send an invitation twice. To drop it instead, select
**Discard**, then **Discard invitation**. That only clears it from this
browser.