> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting team members

> Invite people to your team by email, set their role and crews, and manage pending invitations

## Overview

Adding someone to your team is a two-part flow: **you send an invitation**, then **they accept it and finish their own profile**. This page walks through both sides.

Only owners and admins can invite new members.

## Sending an invitation

<Steps>
  <Step title="Open the invite form">
    Go to **Team Roster** in the sidebar and click **Invite team member** in the top-right corner.

    <img src="https://mintcdn.com/lawnstarter/zdKnG4D1qQRdguhR/images/probase/team-roster/01-roster-table.png?fit=max&auto=format&n=zdKnG4D1qQRdguhR&q=85&s=3dd143c83ee30777c34d8a28755cc3cd" alt="The Invite team member button on the Team Roster" width="1440" height="813" data-path="images/probase/team-roster/01-roster-table.png" />
  </Step>

  <Step title="Fill in the invite">
    Enter the new member's details:

    * **Email** (required) — where the invitation is sent
    * **Full name** — optional; the new member can set or change it when they join
    * **Role** — pick the [role](/team/roles-and-permissions) that decides what they can do
    * **Crews** — optionally assign them to one or more crews now (this field appears once you have crews set up)

          <img src="https://mintcdn.com/lawnstarter/Ux9N9JpUrDqxh9a9/images/probase/team-organization/03-invite-form-filled.png?fit=max&auto=format&n=Ux9N9JpUrDqxh9a9&q=85&s=9c38906fcdfcbb820272c816bdc4212e" alt="Filling in the invite form" width="500" height="845" data-path="images/probase/team-organization/03-invite-form-filled.png" />
  </Step>

  <Step title="Send it">
    Click **Send invite**. ProBase emails the person an invitation link and shows a confirmation.

    <img src="https://mintcdn.com/lawnstarter/Ux9N9JpUrDqxh9a9/images/probase/team-organization/04-pending-invitation-listed.png?fit=max&auto=format&n=Ux9N9JpUrDqxh9a9&q=85&s=d63ec3841dc3089027b9cdedb2c0fae0" alt="Invitation sent confirmation" width="500" height="845" data-path="images/probase/team-organization/04-pending-invitation-listed.png" />
  </Step>
</Steps>

<Note>
  You only set the person's email, name, role, and crews when inviting. They fill in the rest — phone number, home address, and profile photo — themselves when they accept.
</Note>

## Managing pending invitations

Sent invitations that haven't been accepted yet appear as **Pending** — both in the **Pending invites** section of the Team Roster and in the **Manage Team** area of your **Settings** (Business Profile) page.

For a quick fix when someone didn't get the email, you can [resend an invitation right from its card on the Team Roster](/team/team-roster#pending-invites). For the full set of controls — resend, expire, or cancel — open **Settings** in the sidebar and find the **Pending Invitations** list. Each row has an actions menu (**⋯**) with:

* **Resend** — send the invitation email again and extend the acceptance window
* **Expire now** — end the acceptance window immediately without deleting the invite. It flips to **Expired** and can still be resent later.

<img src="https://mintcdn.com/lawnstarter/Ux9N9JpUrDqxh9a9/images/probase/team-organization/07-invite-expired.png?fit=max&auto=format&n=Ux9N9JpUrDqxh9a9&q=85&s=948a31b4888e6af5bd4cab75c85d4881" alt="An expired invitation" width="500" height="845" data-path="images/probase/team-organization/07-invite-expired.png" />

* **Revoke** — withdraw the invitation entirely. The invite link stops working and the row disappears from the list. ProBase asks you to confirm first.

<img src="https://mintcdn.com/lawnstarter/Ux9N9JpUrDqxh9a9/images/probase/team-organization/08-revoke-confirmation.png?fit=max&auto=format&n=Ux9N9JpUrDqxh9a9&q=85&s=7960fafb628efe7e987038454bbede35" alt="Confirming a revoke" width="500" height="845" data-path="images/probase/team-organization/08-revoke-confirmation.png" />

<img src="https://mintcdn.com/lawnstarter/Ux9N9JpUrDqxh9a9/images/probase/team-organization/09-invite-revoked.png?fit=max&auto=format&n=Ux9N9JpUrDqxh9a9&q=85&s=6986054f7fd2d948601c3d18f7a6a160" alt="The invitation after being revoked" width="500" height="845" data-path="images/probase/team-organization/09-invite-revoked.png" />

<Note>
  **Expire vs. Revoke:** *Expire now* keeps the invitation so you can resend it later. *Revoke* deletes it — you'd have to invite the person from scratch. You can always invite someone again either way.
</Note>

## Accepting an invitation (the new member's view)

When someone you invited opens their invitation email, here's what they'll do:

<Steps>
  <Step title="Create an account">
    The link takes them to a **Join \{your company}** sign-up screen with their email already filled in. They pick a password and create their account — or, if the option is available, tap **Sign up with Google** to create it with their Google login instead. Either way, joining your team happens automatically; they don't end up with a business of their own. If they already have a ProBase login, they can log in instead.

    <img src="https://mintcdn.com/lawnstarter/dEX-FarE7nSjr4YR/images/probase/member-accepts-invitation/01-register-prefilled.png?fit=max&auto=format&n=dEX-FarE7nSjr4YR&q=85&s=cd4022982ca48313ff5a2ac0af86a609" alt="The pre-filled join screen" width="500" height="845" data-path="images/probase/member-accepts-invitation/01-register-prefilled.png" />
  </Step>

  <Step title="Complete their profile">
    Once they're in, ProBase welcomes them to your team and asks them to confirm their details — some of which you may have filled in for them. They add:

    * A **profile photo** (optional)
    * Their **full name**
    * Their **phone number**
    * Their **home address**, city, state, and ZIP

          <img src="https://mintcdn.com/lawnstarter/htHko4JWUqN8xzua/images/probase/member-accepts-invitation/02-profile-completion-prefilled.png?fit=max&auto=format&n=htHko4JWUqN8xzua&q=85&s=ba7b661c159f2e5de1436da35c57fbd2" alt="Completing the member profile" width="500" height="845" data-path="images/probase/member-accepts-invitation/02-profile-completion-prefilled.png" />

    The phone field includes a text-message consent notice — submitting the form opts them in to appointment updates by SMS. They can turn SMS off later from their profile.
  </Step>

  <Step title="Land on HomeBase">
    After clicking **Continue**, they're on the team and land on their HomeBase, ready to see the work assigned to them.

    <img src="https://mintcdn.com/lawnstarter/dEX-FarE7nSjr4YR/images/probase/member-accepts-invitation/04-member-dashboard.png?fit=max&auto=format&n=dEX-FarE7nSjr4YR&q=85&s=9a8bdc75400ed08bebc34b40481c9699" alt="The new member's dashboard" width="500" height="845" data-path="images/probase/member-accepts-invitation/04-member-dashboard.png" />
  </Step>
</Steps>

### If the invitation has expired

If a member opens an invitation link after it's expired, they see a message explaining the invite is no longer active and to ask their admin for a new one. Nothing is added to your team until you send a fresh invitation.

<img src="https://mintcdn.com/lawnstarter/4C81IZo49O6sZA9O/images/probase/member-accepts-invitation/expired-invitation.png?fit=max&auto=format&n=4C81IZo49O6sZA9O&q=85&s=8765f6ce88cc211e66be49cfd326bce2" alt="The expired-invitation screen" width="500" height="845" data-path="images/probase/member-accepts-invitation/expired-invitation.png" />

## Next steps

* [Manage your team roster](/team/team-roster)
* [Set up roles & permissions](/team/roles-and-permissions)
* [Add members to crews](/getting-started/adding-crews)
