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How to Invite Team Members

Organization Owners and Admins can invite new members to collaborate in the workspace. Invitations are sent via email and contain a secure link to join your organization.

Sending an Invitation

  1. Navigate to Settings → Team from the sidebar
  2. Click the "Invite Member" button
  3. Enter the email address of the person you want to invite
  4. Select their role (Admin or Member) and, optionally, a department
  5. Click "Send Invitation"

What happens next?

The invited user receives an email with a unique link. When they click the link, they register or log in to Chatofy and are automatically added to your organization with the assigned role.

Managing Pending Invitations

In the Team settings page, you can see all pending invitations and their status:

  • Pending — Invitation sent but not yet accepted
  • Expired — Invitation link has expired (typically after 7 days)
  • Accepted — User has joined the organization

Removing Team Members

To remove a team member, go to Settings → Team, find the user, and click "Remove". The user will lose access to the organization immediately. Their conversations and data remain in the organization.

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