Invite Members to Your Palladium AI Team Workspace

Step-by-step guide to inviting new members to a Palladium AI team workspace, assigning initial roles, and managing pending invitations.

Adding people to your team workspace is the first step to getting your cooperative up and running on Palladium AI. Admins and platform owners can invite new members directly from the Members page, assign an initial role at the point of invitation, and manage the roster as the team evolves. Invited members receive a sign-in link and appear in the directory automatically once they accept.

Inviting a New Member

1. Open the Members page

   Open your team workspace and navigate to the Members page in the sidebar.

2. Click Invite Member

   Click the Invite Member button in the top-right corner of the Members page.

3. Enter the member's email address

   Type the email address of the person you want to invite. Make sure the address is correct — the invitation link is sent to this address.

4. Select an initial role

   Choose the initial role for this member: member or admin. Members can apply for loans and view team records; admins can also approve loans and invite others. You can change this role at any time after the member joins.

5. Confirm the invitation

   Click Send Invitation. The invitation is sent immediately, and the member will appear in the directory once they accept and sign in for the first time.

What Happens Next

After you send the invitation, the recipient receives an email containing a sign-in link. When they click the link and complete sign-in, they are automatically added to your team’s member roster. From that point on, they can access all team data that their assigned role permits — no further action is required from you.

Pending invitations (sent but not yet accepted) are visible in the Members page. You can resend or cancel a pending invitation from the same view if the recipient did not receive the original email or if you need to revoke access before they join.

Changing a Member’s Role After Invitation

You can update any member’s role at any time from the Members page. Find the member’s row in the directory, open the role dropdown in their row, and select the new role. The change takes effect immediately — the member’s permissions update on their next action or page load, with no sign-out required.

You must be an admin or platform owner to invite members to a team.