Invite people and set roles

Invite colleagues from Directory and change an active member’s access from their profile.

What you'll have

Invitations sent and an accepted member’s access verified.

You need permission to invite members. Changing a role requires its own permission. Open Directory at /organisation/directory.

Select Invite to open Invite people.
Result The invitation panel opens beside Directory.
Enter Name and Email for each colleague. Tab from the last email field adds another row. For a larger list, select Import file and choose a CSV or TSV with name and email columns. An import accepts up to 200 people. Check the imported rows before sending.
Result Each person has a name and email address ready to submit.
Select Send invitations. If only some invitations succeed, correct the remaining rows and retry them.
Result Accepted invitations appear in Directory. Any rows that failed remain for correction.
To replace a link, open the invitation’s action menu and select Resend invitation email. To cancel it, select Revoke and confirm. A replacement invalidates the earlier link.
Result An open invitation receives a replacement link or becomes revoked.
After the person joins, open their member profile. Select Access, then Guest, Member or Admin. Complete an identity check if requested. Read the saved value before leaving the profile.
Result The member profile shows the selected access after Crusible accepts the change.
If this doesn't work
If Invite or the Access menu is absent, ask an organisation owner to check your permissions. Your own role, an owner’s role and inactive accounts remain read-only in this menu. A rejected role change keeps the previous value and displays a reason. For a link that fails, use Sign-in or invitation problems.

The invitation is visible in Directory until its state changes. Organisation membership and channel membership are separate. Add the colleague to the channels they need through each channel’s membership controls.