How to invite a team member

Learn how to add new team members to your DoubleTick account, configure their organization and channel roles, and manage pending invites.

Before inviting a new member to your DoubleTick account, make sure you have:

You need to have Owner or Team Lead permissions. If you're using a custom role, that role must have permission to invite team members.
The new member's full name, mobile phone number, and optional email address.
Clear plan on which organization role, channel role and channels (WhatsApp numbers, Instagram accounts, etc.) they should access.

Follow these steps to invite a new team member to your account.

In the left sidebar navigation, click the Team icon (people icon).
Click + Invite members in the top-right corner to open the setup wizard.
Fill in basic details:
- Full Name: Type the member's full name.
- Mobile number: Select the country code and type their 10-digit phone number (used for logging in).
- Email (optional): Add their email address if you want invitation, OTP and notification emails sent there.
- Organization level role: Choose an organization role from the dropdown menu, then click Continue.
Configure channel access:
- Select which messaging channels (WhatsApp numbers, Instagram, etc.) the member can access.
- Check individual channel boxes or select all channels using the header checkbox.
- Set channel specific roles per channel using the dropdown next to each listed channel, then click Continue.
Check the member's name, phone number, email, role, and assigned channels. Click Edit to make changes, or click Send invite to complete.

DoubleTick will send an invite notification to the provided phone number and email address.

If you want to add team members using our public API, you can check out the Add Member Under Reporting Manager API guide to manage your team programmatically.

Invited members appear under Team > Pending invites until they complete registration.

Tracking invites: The pending list displays the member's name, phone number, assigned role, invite date, and who sent the invite.
Nudging users: Click Resend next to a pending invite to send a reminder, or use Export to download the pending list.

Double-check phone numbers and email addresses before sending to avoid login issues or missing notifications.
Grant access only to the specific WhatsApp numbers or social channels required for the member's daily tasks.

Who can invite a team member?

Owners and Team Leads can send invitations. Custom roles need the invite team members permission.

Where can I find an invitation after sending it?

Open Team > Pending invites. You can review the invite or send a reminder.

Can I assign different roles for different channels?

Yes. Choose a channel-specific role for every channel during the access configuration step.

Can I resend an invitation?

Yes. Open Team > Pending invites, then select Resend next to the member.

What details do I need before sending an invitation?

Provide the member's full name and mobile number. Add an email address if needed.

Last updated 1 month ago