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Invite team members

Workspaces are more useful when other people work in them with you.

Who can invite: any member with the Admin role (which includes the workspace Owner). Members with the User role cannot invite. Inviting also respects your plan's max users cap: Free 3, Starter 10, Pro 50, Enterprise unlimited.

#Step-by-step

  1. Open /users while inside the workspace you want to invite to.
  2. Click Invite user.
  3. Fill in the invitee's Name, Email, and pick a Role: - Admin — full workspace administration. - User — standard member.
  4. Click Send invite.

There is no Operator or Viewer role at the workspace level — those exist only inside specific apps and are granted from /my-apps/{slug} after the Owner has activated the app.

#What happens next

The invite flow depends on whether the email is already on the platform:

#The email is already a Zendrhax user

  • The user is added to your workspace immediately with the role you picked.
  • We email them a workspace-invitation notification with a link to /login.
  • On their next sign-in your workspace appears in their picker.

#The email is brand new

  • A user account is created in a Pending state.
  • We email them an activation link (the same one new sign-ups receive).
  • After they click the link, the account becomes active. They will not know their password — the platform sets a random one during invite. They need to use the Forgot password? link on the login screen to set a real password before they can sign in.

A smoother "set your password during activation" flow is on the roadmap.

#Status badge

On /users each row shows a status dot:

  • Active (green) — the user has clicked the activation link and can sign in.
  • Pending (orange) — the activation link has not been clicked yet.

#Resending an invitation

There is no Resend button in the UI today. If a team member says the email never arrived:

  • Ask them to use Forgot password? with the same email. The reset link reaches them and setting a new password flips the account to Active.
  • Or write to support@zendrhax.com and we'll resend manually.

#Changing a member's role

  1. Open /users.
  2. Click Edit on the member's row.
  3. Pick the new role (Admin or User) and save.

#Removing a member

  1. Open /users.
  2. Click Delete on the member's row.
  3. Confirm.

Deleting an Active member revokes their access to this workspace. The work they produced (invoices they created, audit entries) is kept; they can still sign into other workspaces they belong to.

Deleting a Pending invite removes the unactivated account row entirely — the activation link in their inbox will stop working.

#Owner vs Admin reminder

The workspace Owner is implicit — the user the platform recognises as registered owner. There is one per workspace and ownership cannot be transferred from the UI today. Write to support@zendrhax.com if you need a transfer. See How workspaces work for the full picture.

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