Invite a user

Send a new user an email invitation that lets them set their password and access the workspace.

Before you start

• Permission to invite users: to invite someone as Owner, you must be an Owner. For non-owner roles, you need a role with Users → Invite users granted — Owner and Team Lead have it by default
• The new user’s email and name
• A clear answer to “what role should they have?” — see Standard roles reference
• Optionally: which team(s) they should belong to

Steps

1. Open Settings → Users.
2. Click Invite User.
3. Fill in:
   Email Address — must be unique in the workspace
   Role — pick from the dropdown. There is no default; the invite can’t be created until you pick one. Only Owners can invite someone as Owner.
4. Leave Send invitation email automatically checked (the default). With it on, Atender emails the invitation immediately.
5. Click Create Invite.

The invitation appears in the Invitations section with a Pending badge. Once they click their invite link and set a password, the invitation drops off that list and the user appears under the Active tab of the user list.

What the invitee sees

When the new user receives the email:

1. They see an invitation naming the person who invited them, with an Accept the invitation call-to-action
2. Clicking the link takes them to a password-setup page
3. They set a password, confirm, and land in the Atender workspace
4. Everyone lands on the active conversations list; their assigned role determines what they can see and do from there.

The link is valid for a limited time (typically 7 days). If it expires before they click, the admin can resend the invite.

Add the user to teams

Team membership is set separately from the invite. After the invite:

1. The user accepts and sets a password.
2. Open Settings → Teams.
3. Add them to the relevant team(s). See Add or remove team members.

You can pre-assign teams via the API at invite time, but the UI invitation flow doesn’t include team assignment — it’s a follow-up step.

Bulk invitations

For onboarding multiple users at once (a new team, an acquisition cohort), the UI is per-user. Two options for bulk:

• Sequential UI invites — fastest for ~5-10 users.
• API-based invitations — POST to /api/invites for each user, with the role specified. Best for larger batches or repeatable scripts. See API Keys for setup.

A third option is the onboarding flow when first setting up the workspace — it accepts a list of email addresses and roles in one form. For ongoing additions to an existing workspace, use the per-user invite or API.

Verify the invite went out

1. After clicking Create Invite, the invitation appears in the Invitations section.
2. Ask the invitee to check their inbox (and spam folder — invitations sometimes land there).
3. If the email doesn’t arrive within ~5 minutes, resend the invite. If it still doesn’t arrive, check the email is correct (it can’t be edited after invite — you’d need to cancel and re-invite with the right email).

Trial workspace limit: Trial workspaces can send 10 invitation emails per day total. This limit covers normal invites, onboarding bulk invites, and resends. Once the cap is reached, the invite is refused entirely — no invite is created and no email is sent — try again the next day. Creating or copying an invite link without sending email doesn’t use this email budget.

Don’t invite

A few cases where invitation isn’t the right path:

• Service accounts for integrations — use API keys instead. API keys are the right primitive for non-human access.
• Bots / automated callers — these aren’t workspace users; they’re contacts in the CRM. Different concept.
• Customers with brief access needs — Atender’s user system is for your team. Customers don’t get user accounts; they’re contacts who interact via channels.

Troubleshooting

• Symptom: Email doesn’t arrive. Fix: Check spam folder. Confirm the email address is correct. If still missing after 10 minutes, resend.
• Symptom: Invite link is broken or shows an error. Fix: It may have expired. Resend a fresh invite.
• Symptom: “An active invite already exists for this email” or “This user is already a member of this tenant” error. Fix: That email is already invited (Pending) or active in the workspace. Check Settings → Users → Invitations. Cancel the old invite if it’s stuck, or switch to a different email.

See also

• What are Users?
• Resend an invite
• Standard roles reference