Inviting Team Members
How to add new members to your Ghloria workspace, assign roles, and manage the team.
Inviting Team Members
Ghloria workspaces are invite-only. Only Workspace Owners can send invitations. New members join through an email link and complete a one-time account setup before accessing the platform.
Sending an Invitation
Go to Settings → Workspace → Members
Open Settings from the navigation and select the Workspace tab. The members table shows all active members and any pending invitations.
Enter the member's email
Click Invite member and enter the email address. Email addresses are normalized (trimmed, lowercased) before the invite is sent. The default role assigned to new invitees is Consultant.
Confirm and send
Ghloria sends an invitation email with a setup link. The invited member appears in the members table with a Pending status immediately after the invite is sent.
Existing Workspace Owner Shortcut
If you invite someone who already has an active Workspace Owner account in another Ghloria workspace, they are added to your workspace directly — no setup flow is required. Their existing account and default workspace remain unchanged.
What the Invitee Receives
The invitee receives an email with a setup link. When they click it:
- Ghloria validates that the email matches a pending invitation in the system.
- The invitee completes the account setup form: name, password, and profile details.
- Their role and workspace assignment are set from the invitation — not from anything they enter during setup.
- After setup, they are signed in and directed to the workspace.
If the invitation link has expired, the invitee can request a new link from the expired link screen. Ghloria validates the email against the pending invitation before resending — it cannot be used to trigger password recovery or magic links for arbitrary email addresses.
Invite-only access
There is no self-signup flow. A valid, pending invitation is required to complete account setup. If someone tries to set up an account without a matching invitation, the setup page will redirect them to the login screen.
Managing Roles After Joining
Once a member has joined, Workspace Owners can change their role from the members table.
| Action | How |
|---|---|
| Change role | Click the role selector next to the member's name in the Members table |
| Remove member | Click the remove action next to the member's row |
| Copy email | Click the copy action in the member row |
Role changes take effect immediately. Downgrading a member removes access to role-gated features right away. Their data (proposals, clients, trips) is not affected.
Member removal
Removing a member revokes their access to the workspace. Their authored proposals, clients, and trips remain in the workspace assigned to them — you can reassign ownership through those records.
Resending an Invitation
If an invitee has not completed setup and needs a new link:
- Locate the pending invitation in the Members table.
- Use the resend option. Ghloria sends a fresh invitation email to the same address.
Resend is only available for pending invitations. Ghloria validates the email against the existing invitation row before sending anything.
Multi-Workspace Accounts
Workspace Owners who belong to more than one Ghloria workspace can switch their active company context using the company switcher in the navigation header. Each workspace has its own member directory, proposals, clients, and trips. Inviting a member to a second workspace adds them to that workspace without affecting their primary workspace membership.