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Invite a team member

Add colleagues to your organization and assign them a role so they can start translating on your team's subscription.

Prerequisites​

  • You are an organization manager or team manager. A team manager can only invite people into the teams they manage, and only sees those teams in the dialog.
  • Your organization already exists. Don't have one? Set up your organization first.

Steps​

  1. Go to your Profile page and click Manage Organization.

  2. On the People tab, click Invite people.

  3. Enter one or more email addresses (separate with a comma, space, or new line).

  4. Select their role:

    • Team Member: can work on projects and use shared glossaries and TMs
    • Limited Team Member: can only work on tasks explicitly assigned to them
    • Team Manager: can create and assign tasks, view all team projects
    • External Linguist: receives task assignments but is not a team member
    • Organization Manager: full access to people, teams, billing and all projects (org managers only)
    • Billing Manager: billing and subscription only, with no access to projects or teams (org managers only)

    Organization Manager and Billing Manager only appear in the list if you are an organization manager (or a Taia admin). A team manager sees the other four: Team Manager, Team Member, Limited Team Member and External Linguist.

  5. Select which team they join. Every role except Organization Manager and Billing Manager belongs to a team, so the Team field is required for them. Those two roles are organization-level, so picking one hides the team choice. If the team field is shown and your organization has only one team, it is replaced by a line saying they will join it.

  6. Click Send invites.

The Invite people dialog filled in with one email address, the Team Member role and the Marketing team, with Cancel and Send invites at the bottom.

The invitee receives an email with a link to accept. Once they accept, they appear as a Member on the People tab.

Pending invites​

Invites that haven't been accepted yet appear on the People tab with a "Pending invites" filter and an "Invite expired" status once the 7-day link expires. You can resend or cancel a pending invite from there.

Send your invitees something to read​

People often ignore an invitation email from a company they don't recognise, or never see it because it went to spam. Share this link alongside your invites:

help.taia.io/get-started/youve-been-invited

It tells them who the email is from, what to search for if they can't find it, what Taia is, and how to accept. You can paste it into the message where you tell colleagues to expect the invitation.

Last updated on by adminTAIA