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Kredia

Team, roles and tasks

How to invite teammates

Invite people to your agency from the Team page, choose their role, and manage pending invitations. Every member and pending invite uses a team seat.

How-toWho it's for:OwnerAdmin
Checked on 24 October 2026Open in Kredia

Invite your colleagues from the Team page. Kredia emails each person a link to join your agency with the role you choose. You can resend, copy or cancel an invitation until it's accepted.

Before you start

  • You're the Owner or an Admin. Other roles don't see the Team page.
  • Only the Owner can invite Admins. Admins can invite Editors and Viewers.
  • You have a free team seat. Every member, including the Owner, and every pending invitation uses a seat. The Free plan includes 3 seats. See Plans and team seats.

Invite someone

  1. Open Team in the sidebar.
  2. Under Invite a new team member, enter the person's email address.
  3. Choose their role: Admin, Editor or Viewer. See Roles and permissions.
  4. Click Send invitation. Kredia confirms that the invitation email was sent.
  5. The invitation appears under Pending invitations until the person accepts it.

The Invite a new team member form on the Team page

The person has to register, or sign in, with the exact address you invited. Invitations expire after 7 days. See How to join an agency from an invitation.

Manage invitations and members

  • Resend invite sends the email again and gives the invitation another 7 days.
  • Copy link copies the invitation link, so you can send it another way.
  • Revoke invite cancels the invitation and frees its seat.
  • To change a member's role, pick a new role in their row. To take someone off the team, click Remove.

What can go wrong

  • "Your Free plan includes 3 team seats (including pending invites)". All seats are in use. Revoke invitations nobody needs anymore, or see Can't invite a teammate.
  • "Invite created, but the email couldn't be sent". Click Copy link and send the link yourself.
  • "Only the agency owner can invite admins". Invite the person as an Editor, and ask the Owner to change their role later.
  • "This person is already a member of the agency". They're already on the team; look for them under Active team members.

See also

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