For Companies & Schools

Inviting Team Members

If you are the owner of a team, you can manage the membership of your team by accessing the Settings tab in the navigation header. You may add new members to your team by selecting Invite Team Member. In the pop-up that appears, enter the email address of the member you wish to invite and choose which permissions you would like to grant to the account. Select Send Invitation when completed. If the user has not created an account, they will receive instructions to create a new account and join your team. If the user has previously created an account, they will receive an email with instructions to join your team.

It is important to note that team invitations are artifacts of the team, not the specific user who created them. This means that if a user sends an invitation and is subsequently removed from the team, the invitation remains valid. Team owners can view a list of all outstanding invitations in the Pending Invitations section of the Team Settings interface. From there, owners can manually revoke any invitations that should no longer be active.

members

If you would like to be added to a team, reach out to the owner of the team and ask for an invitation. Please note that users cannot add themselves to an existing team. You must be invited by the Team Owner to join. Once you receive the invitation email, log in to the Edlink Dashboard. To find your pending invite, click the notification icon (which may display a '1') or your profile name in the bottom left corner of the screen. From the menu, select Your Teams > Invitations.

The Invitations page will display any pending invitations, showing the name of the team and the user who invited you. Select Accept Invitation to join the team. Checking this page is a common resolution for users who cannot see expected integrations, as it helps verify if you are signed into the correct account or if an invite is still pending.

You may switch teams by selecting the arrows next to your team name at the top of the page.

pending invitations

Troubleshooting Invitation Errors

If you encounter an error when clicking the invitation link in your email, you can manually complete the process by following these steps:

  1. Go to the Edlink homepage and manually create an account using the email address where you received the invitation.
  2. Complete the onboarding process. If you are prompted to create a team and do not have one, you can create a placeholder team (e.g., "Temp Team") to finish onboarding. This will not affect your ability to join the invited team.
  3. Once logged in, accept the pending invitation via the Account Settings > Your Teams menu or by clicking the notification badge in the dashboard.