Help Center

Userorbit is built for teams. Inviting your colleagues gives them access to create announcements, review feedback, build tours, and collaborate on your user communication strategy. This guide covers sending invitations, managing pending invites, and setting roles.

Send an invitation

1. Log in to your Userorbit workspace.
2. Go to Settings in the left sidebar.
3. Click Team.
4. Click the Invite Member button.
5. Enter the email address of the person you want to invite.
6. Select a role for the new team member (see the roles section below).
7. Click Send Invite.

The invitee will receive an email with a link to join your workspace. If they already have a Userorbit account, they can accept the invite and switch to your workspace immediately. If they are new to Userorbit, the link will guide them through creating an account first.

Invite multiple people

You can send multiple invitations at once. On the invite screen, add additional email addresses — each on its own line or separated by commas. All invitees in the same batch will receive the same role. If you need to assign different roles, send separate invitations.

Manage pending invitations

After sending invites, you can track their status on the Team settings page:

• Pending — The invitation has been sent but not yet accepted. The invitee has not clicked the link or created their account.
• Accepted — The invitee has joined your workspace and is now an active team member.

For pending invitations, you have two options:

• Resend — Click the resend button next to a pending invite to send the email again. This is useful if the original email was missed or landed in spam.
• Revoke — Click revoke to cancel a pending invitation. The invite link will no longer work. You can always send a new invite later if needed.

Set roles during invitation

When inviting a team member, you assign them a role that determines their level of access:

• Owner — Full control over the workspace, including billing, team management, and all settings. There must always be at least one owner. Ownership can be transferred to another admin.
• Admin — Can manage team members, configure project settings, and access all modules. Admins cannot manage billing or delete the workspace.
• Member — Can create and edit content like announcements, feedback responses, tours, and surveys. Members cannot change workspace settings or manage the team.

Choose the role that matches what the person needs to do. You can always change a team member's role later from the Team settings page.

Change a team member's role

1. Go to Settings > Team.
2. Find the team member in the list.
3. Click the role dropdown next to their name.
4. Select the new role.
5. The change takes effect immediately.

Remove a team member

If someone leaves your team or no longer needs access:

1. Go to Settings > Team.
2. Click the menu icon next to the team member's name.
3. Select Remove.
4. Confirm the removal.

Removed team members lose access to the workspace immediately. Any content they created (announcements, tours, etc.) remains in the workspace and is not deleted.