Before you invite

Only Admins can invite team members. If you don't see the option, ask an Admin in your organization.
Invites are tied to the email address you enter. The person must accept the invite from that same inbox.

Step-by-step

1. Go to Settings → Organization Settings → Team Members.

2. Click Invite Team Member.

3. Enter the person's full name and work email.

4. Pick a role: Admin, Sales, or Custodian. (See the Role permissions article if you're unsure.)

5. Click Send Invite. Loyva emails them a secure invitation link.

What the invitee sees

• They receive a branded email from your organization.

• Clicking the link opens the Accept Invitation page.

• They sign in (or create a password) and land on the dashboard for their role.

Tracking pending invites

• In Team Members, invited users appear with a Pending badge until they accept.

• You can resend or revoke a pending invite at any time from the row's actions menu.

Frequently asked questions

They didn't get the email.
Ask them to check spam, then resend from the Team Members list. Confirm the email address is spelled correctly.

"Invitation expired" error.
Invitations expire for security. Revoke the old one and send a new invite.

"Email already in use".
That email is already a member of another organization or this one. Check the Team Members list first.