Inviting Team Members

How To

Messijo supports team collaboration within organizations. You can invite team members by email, assign them roles, and share keyword monitoring configurations across your team.

Prerequisites

You need admin role in your organization.

How invites work

Messijo sends an invite to the teammate’s email address from Team Settings. You choose their role when you send the invite, and the teammate appears in the members list while the invite is pending.

Team Settings members panel showing a team member email and role.

Roles

Messijo supports three role levels within an organization: Admin (full access), Write (can manage operational configurations but not billing or team), and Read (read-only). The team member badge may show the Write role as Edit after the invite is sent. For the complete permissions matrix and role descriptions, see the Roles and Permissions Reference.

Inviting a team member

  1. Go to Team Settings
  2. Click Invite Team Member
  3. Enter the teammate’s email address
  4. Select their role
  5. Click Send Invite

Invite Team Member dialog showing email and role selection fields.

When the teammate accepts, they gain access to the organization with the role you selected.

Managing team members

Changing roles

  1. Go to Team Settings
  2. Find the team member
  3. Click Edit Role
  4. Select the new role
  5. Save

Removing a team member

  1. Go to Team Settings
  2. Find the team member
  3. Click Remove
  4. Confirm

Removed members lose access to your organization immediately. Their personal Messijo account (if they have one) is unaffected.

A few recommendations

  • Start new members with Read access and upgrade to Write or Admin only when they need more access. Least privilege is easier to grant than to walk back.
  • Review team access periodically. People change roles, leave projects, move on. Old access adds up.
  • Send invites only to the teammate’s work email address.
  • Review pending invites and remove ones that are no longer needed.

Troubleshooting

Invite not accepted

  • Check that the email address is correct
  • Ask the teammate to check spam or filtering rules
  • Remove the pending invite and send a new one if needed

Team member can’t see events

  • Check that they’re viewing the correct team
  • Verify their role has the appropriate permissions
  • Confirm that keywords are configured in the organization they joined

Where to go next