Inviting Team Members
Sending an Invitation
Requires Owner or Admin role.
- Navigate to the Users page
- Click Invite User
- Enter the recipient's email address
- Select a role: Admin, Editor, Viewer, or Billing (defaults to Viewer). Billing is labeled "can view invoices and usage only" — it's for someone who only needs to see the plan, invoices, and usage
- Click Send Invitation
The invitee receives an email with a secure invitation link. Existing Trailspark users can log in and accept; new users are directed to the registration page with their email pre-filled and locked.
Tip
If the person you're adding is the one who should receive your invoices, you don't need to invite them at all — use Add new billing contact on the Billing contact card instead. That adds them with the Billing role and names them as the billing contact in one step. See Managing Team Members.
Managing Pending Invitations
Pending invitations appear in the Pending Invitations section below the members list on the Users page. Each shows the email address, expiration date, and a "Pending" status badge.
From the actions menu (three dots) on any pending invitation:
- Resend -- Sends a new email and resets the 7-day expiration
- Cancel -- Revokes the invitation immediately; the link becomes invalid
Invitation Expiration
Invitations expire after 7 days. Once expired, the link is invalid and the invitation is removed from the pending list. Send a new invitation if needed.
Troubleshooting
Email mismatch on acceptance
If a user tries to accept an invitation while logged in with a different email than the one invited, they will see an "Email mismatch" error. They must log out and log in with the correct email, or you can send a new invitation to their preferred email.