Inviting your team members is a key step to getting everyone onboard and working efficiently in Pollux. Here’s how to send invitations and assign user roles.
From the left sidebar, navigate to:
Settings → Team
This is where you can view all members and manage team access.
On the Team page, click the “Invite User” button at the top right.
A side panel will open where you can enter the invitee’s details:
First Name (required)
Last Name (required)
Email Address (required) – the invite will be sent here
Job Title (required)
Roles – select an appropriate user role from your pre-configured list
Assign roles carefully to ensure users have only the permissions they need. Need help creating roles? See the “Set Up User Roles” guide.
Once all fields are filled out, click “Invite to Organization.” The user will immediately receive an email with a link to join.
You can revoke pending invitations anytime from the Invitations tab in the sidebar.
The invitee will receive a branded invitation email with a link to join your organization in Pollux.
Once they accept the invite and set up their password, they’ll be added to your team and granted access based on the selected role.