Invite members

Invitations go by email, carry a role and an optional expiry date, and can be resent or canceled while pending.

Go to Settings > Members > Invitations and choose Invite member.

You give an email address, a role, and optionally an Active until date. Owner and Admin can invite. Anyone else who opens Invitations sees You can't manage invitations instead of the list.

What the invitee gets

An email with a link, whether or not they already have a Screenly account. Following it and signing in adds them to this workspace directly. No new workspace is created for them, and no free trial starts.

The invitation also waits on the Invitations tab of their Lobby, so one that went to spam or was deleted can still be accepted or declined there.

They can sign in any way they like: an email code, a passkey, or a Google, GitHub, or Microsoft account. If the workspace uses SAML single sign-on, accepting takes them straight to your identity provider.

Invitations show Screenly as the sender and come from [email protected]. If one has not arrived, that is the address to look for in a spam folder, or to have IT allow.

The role

Choose from Admin, Billing Manager, or User. It defaults to User, which is the right answer more often than not, and it can be changed later without re-inviting.

Owner is not an invitable role. Ownership moves by transfer, to somebody who is already a member. See Managing members.

An Admin doing the inviting can only offer Billing Manager or User.

Active until

An optional date after which their access ends automatically. See Temporary access.

Pending invitations

The section lists everything not yet accepted, and lets you resend or cancel. An invitation that has passed its window shows as Expired; send a fresh one.

Cancelling an invitation is instant and takes nothing away from anyone, since an unaccepted invitation grants nothing.

Seat limits