Inviting Team Members

Add people to your team so they can create processes, manage instances, and collaborate.

How to Invite

1. Go to Settings in the sidebar.
2. Open the Team tab.
3. Enter the email address of the person you want to invite.
4. Click Invite.

The invited person will receive an email with a link to join your team.

What Happens Next

When the invited person clicks the link:

• If they already have a NextStep account, they’ll be added to your team immediately.
• If they’re new to NextStep, they’ll be prompted to create an account and will then be added to your team.

Pending Invitations

You can see pending invitations in the Team settings. If someone hasn’t accepted their invitation, you can resend it or revoke it.