Full invitation lifecycle: send an invite (email + role), resend, revoke, accept. Pending invites consume seats; revoke frees them.

Invite and manage team members

Send an invite at Settings → Team → People → Invite (email + role). Pending invites are listed at Settings → Team → Invites with Resend and Revoke actions. Tokens are valid 7 days. Pending invites consume a seat — revoking frees it.

Who is this for

Owners and admins 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, 7d valid3. They click link      →  GET  /api/v1/team/invite/verify/:token4. 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 them to the team. If not, they create a personal account first, then are added.

Sending an invitation

Step 1: Open the invite dialog

People page → top-right Invite button. A dialog opens with two fields.

Step 2: Fill the fields

• Email: invitee's work email (one per invite)
• Role: from the dropdown — the assignable roles are mediabuyer, manager, viewer, and finance (admin and owner are not assignable at invite time). See roles reference

There is no CSV/bulk mode, workspace multi-select, or personal-message field — the form takes exactly one email and one role.

Step 3: Send

Click Send. Confirmation toast: "Invite sent to [email]". The invitee receives an email inviting them to join the team on Wevion.

Inviting several people

There is no CSV or bulk-invite tab. To onboard a group, send an invite per person; each accepts through their own email link.

Pending invitations

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

The list shows:

• Email
• Role assigned
• Sent date
• Expires on (sent + 7 days)
• Status (Pending / Expired / Accepted / Revoked)
• Action menu: Resend invite, Revoke invite

Resend invite

Click Resend on a pending invite. A fresh email goes out with a new 7-day token, and the original invite is cancelled atomically in the same transaction. The old token is invalidated.

Revoke invite

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

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
• The seat cap is checked at invite time against your plan; when the team has no free seat, the invite is blocked with a "Seat limit reached" message

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

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

• "A pending invite already exists": there's already a pending invite for that email. Resend the existing one or revoke and re-invite.
• "This email belongs to a team owner": you can't invite an existing team owner (accepting would demote them). Use a different email.
• Invite email never arrives: check spam; whitelist noreply@wevion.ai. If still nothing, revoke and re-invite.
• "Token expired" when invitee clicks: the 7-day window passed. Resend to issue a new token.
• "Seat limit reached": add extra slots (acc-106) or upgrade plan first.
• Invitee accepted but can't see anything: check their role — read-only roles (viewer/finance) see data but no edit actions. Confirm the team has connected accounts with data.
• 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
• Optional: send a welcome message in-app (via your normal team comms channel — Wevion doesn't auto-send a welcome message)

Onboarding a larger team

Migrating from another ad-management platform with many teammates:

1. Export the 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. Send one invite per person from Settings → Team → People (there is no CSV/bulk import)

FAQ

How long is a Wevion invite valid?

A Wevion invite token is valid for 7 days from when it's sent, and the expiry date shows at Settings → Team → Invites. If an invitee clicks an expired link they see "Token expired." Use Resend on the pending invite to issue a fresh email with a new 7-day token; the old invite is cancelled atomically as the new one is created.

Do pending invites consume seats in Wevion?

Yes. In Wevion, each pending invite consumes a seat, just like each accepted member, which prevents overcommitment. Revoking a pending invite immediately frees that seat, and removing a member also frees theirs. The seat cap is checked against your plan at invite time.

Can I invite many people to Wevion at once?

Not in bulk. The invite form takes one email and one role at a time — there is no CSV import or bulk-invite tab. To onboard a group, send an invite per person from Settings → Team → People; each accepts through their own email link.

Which roles can I assign at invite time?

The invite dropdown offers four roles: mediabuyer, manager, viewer, and finance. Admin and owner are not assignable at invite time. You can change a member's role after acceptance from the People page.

The invite email never arrived — what do I do?

First check the spam folder and whitelist noreply@wevion.ai. If it still doesn't arrive, revoke the pending invite and re-invite. If the message reads "A pending invite already exists," resend the existing pending invite instead of creating a new one.

Related articles

• Assign and change roles
• Remove or deactivate a user
• Invite your first team member