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Invitations let teammates join the workspace with their own Plato account. Never share an existing account with multiple people. Invite teammate modal

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Send An Email Invite

  1. Open Members.
  2. Click Invite.
  3. Enter the teammate’s email address.
  4. Select a role.
  5. Click Send Invite.
The teammate receives an email invitation. When they accept it, they join the workspace with the role you selected. Invitations are valid for 14 days. If the invite expires, send a new one.

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Choose The Right Role

Choose the role before sending the invite. This matters because the role controls what the teammate can open, edit, and manage after joining. If you are not sure which role to choose, start with a limited role and increase access later if needed. The link button beside Invite opens the invite link modal. Use this when you want to copy a workspace invite link and send it through your own email, chat, or onboarding message. From the invite link modal, you can:
  • Generate an invite link when none exists.
  • Copy the current link.
  • Reset the invite link.
Resetting the invite link creates a new link. People with the old link will no longer be able to join through it.

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Review Pending Invites

Open the Invitations tab to see invites that have not been accepted yet. If you invited the wrong email address or no longer want someone to join, open the three-dot menu beside the invite and revoke it.