Invite your team

Getting Started

Module: Users & Roles

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Invite your team

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.

How to invite your team in Pollux

Step 1: Go to the Team Management Section

From the left sidebar, navigate to:
Settings → Team

This is where you can view all members and manage team access.

Step 2: Click "Invite User"

On the Team page, click the “Invite User” button at the top right.

Step 3: Fill Out the Invitation Form

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

TIP

Assign roles carefully to ensure users have only the permissions they need. Need help creating roles? See the “Set Up User Roles” guide.

Step 4: Send the Invite

Once all fields are filled out, click “Invite to Organization.” The user will immediately receive an email with a link to join.

TIP

You can revoke pending invitations anytime from the Invitations tab in the sidebar.

Step 5: Invitee Receives an Email

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.

Next Steps:

Request a Pollux organisation

January 7, 2025

Setup your Pollux organization

January 7, 2025

Connect Modules to Pollux

January 7, 2025

Setup user roles

January 7, 2025

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