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How-to guidesInvite a teammate

Invite a teammate

Bring a teammate on board with one link. They open it, sign in or create an account, and join your organization. Do this when a new engineer joins the team, or when a colleague wants to review what your agents produce.

Before you start

  • Role: admin or owner.

Steps

  1. Open the organization menu in the top bar (it shows the organization name and your role). Choose Organization settings.
  2. In the settings menu, open Members.
  3. Click Invite member.
  4. Under Role, choose Member or Admin. You cannot invite an owner. To make someone an owner, invite them first, then change their role.
  5. Optional: fill in Email (optional). If email is set up for your organization, Marshal sends the invitation to this address. If it is not set up, you share the link yourself.
  6. Click Generate link.
  7. Click Copy link and send the link to the person.
  8. The person opens the link. The page shows the organization name, the role, and the heading “You’re invited”.
    • If they are signed in, they click Accept & switch to your organization.
    • If they are not, they click Log in or Create account, then accept.

The link works once and is valid for 7 days. The email address is only a hint. Anyone who has the link can accept it.

To cancel an invitation, find the Pending invitations card on the Members page. Click Revoke on the row and confirm.

From the CLI

Install and sign in first: Install the CLI.

marshal invite create --role member --email alice@example.com
marshal invite list
marshal invite revoke <invitation-id>

--role is member (default) or admin. --email is optional.

What you should see

  • After step 6, a box that says “Share this link. Valid for 7 days, one-time use.”
  • A note about email. For example “Invitation sent to” the address, or a message that email is not set up for the organization.
  • The invitation in the Pending invitations card, with its role and expiry.
  • After the person accepts, they appear in Active members.

Next

Create and manage a team: put your new teammate in a team so they can use what the team owns.

Read the audit logChange a member's role