Manage team members
Invite teammates, handle pending invitations, change access, and safely remove members from a Fetchply workspace.
Invite a member
Open Team, enter the teammate's email, choose the workspace role, and send the invitation. This requires team.invite.
Assign agent access
Choose which agents the member can use and the role or permission set for each. This requires team.manage_access. You can change it anytime from the Agent access column in the members list.
Confirm acceptance
The recipient signs in with the invited email and accepts. Pending invitations appear on the Team page with their expiry date. Use the resend button to send a fresh email and extend the deadline, or cancel the invitation if the address or role was wrong and invite again.
Review or remove
Update access when responsibilities change. Remove a member promptly when they leave the team.
Workspace roles are Owner, Admin, and Member. Agent permission templates include Admin, Editor, Viewer, and Support Agent.
Removing a member removes future access; it does not rewrite audit history or prior messages.
Troubleshooting
The invitation email never arrived. Ask the teammate to check their spam folder, then use the resend button next to the pending invitation to send it again. If sending fails, you will see a message saying the email could not be sent; the invitation stays pending so you can retry.
The invitation expired. Invitations are valid for 7 days. Resending a pending invitation extends the deadline. If it already expired, send a new invitation to the same email.
"An invitation has already been sent to this email." There is a pending invitation for that address. Resend it from the pending invitations list instead of creating a new one, or cancel it first if you need to change the role. "Failed to load organization" on the Team page. Choose Retry. If the message keeps coming back, it usually means an account that was deleted is still listed as a teammate. Contact support and mention the workspace name; once the leftover entry is cleared the page loads normally. Your members, roles, and agent permissions are unaffected while this is happening.
A teammate's account was deleted and their name is still on the team. Deleting an account now removes that person's membership, their per-agent permissions, and any invitations they had sent. Nothing else on the team changes, so remaining members keep the access they already had.
An invitation from a teammate who has since left cannot be accepted. Invitations are removed when the person who sent them no longer has an account. Send a new invitation from a current member.