Invite and manage team members

Last updated: May 19, 2026

Invite and manage team members

Single invite at Settings → Team → People → Invite. Bulk invite via CSV in the same drawer. Pending invites are listed at Settings → Team → Invites with Resend and Revoke actions. Tokens valid 14 days. Pending invites consume a seat — revoking frees it.

Who is this for

Owners, admins, and managers handling ongoing team growth — past the first invite (covered in gs-108).

The invitation lifecycle

1. You send invite      →  POST /api/v1/team/invite          (status: pending)
2. Invitee gets email   →  link with token, 14d valid
3. They click link      →  GET  /api/v1/team/invite/verify/:token
4. They accept          →  POST /api/v1/team/invite/accept   (status: accepted)
5. They appear active   →  People page shows them as active member

If the invitee already has a Wevion account, accepting just adds the workspace to their list. If not, they create a personal account first, then are added.

Single invitation

Step 1: Open the invite drawer

People page → top-right Invite button. A side drawer opens.

Step 2: Fill the fields

  • Email: invitee's work email

  • Role: from dropdown (see roles reference)

  • Workspaces: multi-select; default is current workspace; pick others if you have access

  • Personal message (optional): a line shown in the invite email

Step 3: Send

Click Send. Confirmation toast: "Invite sent to [email]". Invitee receives email "You've been invited to join [workspace] on Wevion".

Bulk invitation

Step 1: Open bulk tab

In the invite drawer, click the Bulk invite tab.

Step 2: Paste CSV

Format:

email,role,workspaces
sara@acme.com,manager,workspace-1
luca@acme.com,mediabuyer,workspace-1;workspace-2
anna@acme.com,viewer,workspace-2

  • workspaces: semicolon-separated for multiple

  • Up to 50 rows per batch

Step 3: Validate + send

Wevion validates each row and shows errors inline (invalid email, unknown role, no such workspace, already invited). Fix errors or remove problem rows. Click Send all. Each valid row generates a separate invite email.

Pending invitations

Switch to Settings → Team → Invites to manage already-sent invites.

The list shows:

  • Email

  • Role assigned

  • Workspaces invited to

  • Sent date

  • Expires on (sent + 14 days)

  • Status (Pending / Expired / Accepted / Revoked)

  • Action menu: Resend invite, Revoke invite, Copy invite link (admin only)

Resend invite

Click Resend on a pending invite. A fresh email goes out with a new 14-day token. The old token is invalidated.

Revoke invite

Click Revoke. The token is invalidated immediately. The seat that the invite was consuming is freed.

Copy invite link

If the invitee says they can't find the email, admins can copy the invite URL from the action menu and send it manually (e.g. via Slack).

Seat accounting

  • Each accepted member counts as 1 seat

  • Each pending invite also counts as 1 seat (prevents overcommitment)

  • Revoking an invite frees the seat

  • Removing a member frees the seat (if they're not in any other workspace in the same Org)

  • A user invited to multiple workspaces in the same Org counts as 1 seat total

To raise the seat ceiling: add extra slots or upgrade plan.

Inviting an existing Wevion user

If the email already has a Wevion account in your Org, the invite drawer offers a Pick existing user option at the top. This skips the email step and directly adds the user to your workspace with the chosen role — they receive a notification instead of a verification email.

This is the right path when adding someone from one client workspace to another within the same agency Org.

What you'll see

After sending invites:

  • New rows on the People page (status Pending, yellow badge)

  • Invitations also visible at Settings → Team → Invites

  • Seat counter at Settings → Team → Billing decreases (pending consumed)

  • Once accepted: badge turns Active, last-login timestamp updates

Common issues

  • "Email already invited": there's already a pending invite for that email. Resend the existing one or revoke and re-invite.

  • "Email already in another workspace": the user has a Wevion account already. Use the Pick existing user option instead.

  • Invite email never arrives: check spam; whitelist noreply@wevion.ai. If still nothing, copy the invite URL and send directly.

  • "Token expired" when invitee clicks: the 14-day window passed. Resend to issue a new token.

  • "No free seats": add extra slots (acc-106) or upgrade plan first.

  • Invitee accepted but can't see anything: double-check you assigned them at least one workspace. A user with no workspace membership lands on an empty switcher.

  • Wrong role assigned: change after acceptance (assign and change roles).

After they accept

Once an invite is accepted:

  • The row moves from Pending to Active on People page

  • Last-login timestamp updates on each login

  • Audit log records the membership change (action: team_membership_create)

  • Optional: send a welcome message in-app (via your normal team comms channel — Wevion doesn't auto-send a welcome message)

Bulk import from a previous tool

Migrating from another ad-management platform with 30+ teammates:

  1. Export team list from the old tool (email, role, scope)

  2. Map old roles to Wevion roles (e.g. their "Admin" might be Wevion "manager" — see roles reference)

  3. Build CSV in the bulk-invite format

  4. Paste in 1-2 batches of 50

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