Inviting Teammates — Grantable Docs

Adding people to your team

Grantable accounts support multiple team members. Owners and admins can invite new people by email — the invitee receives a link to join your account and gets added to your workspace automatically.

Who can send invites

Only account owners and admins can invite new members. If you don’t see the invite option, ask your account owner to either send the invite or upgrade your account role.

Sending an invitation

Open Settings from the sidebar.
Go to the Team tab.
Click Invite Member.
Enter the person’s email address.
Choose a role — admin or member (you can adjust workspace-level permissions after they join).
Click Send Invite.

The invitee receives an email with a link to join your account. The invite also appears in your Team tab under Pending Invites so you can track its status.

What the invitee sees

The invitation email includes your workspace name, who sent the invite, and the role being offered. When the invitee clicks the link:

They’re taken to the Grantable login page.
They sign in or create an account (using email OTP or Google sign-in).
A confirmation screen shows the invite details — who invited them, the workspace name, and their role.
They click Join team to accept.

Once accepted, they’re added to your account at the invited role and automatically join your workspace as a viewer. An admin can then adjust their workspace role as needed.

Pending and revoking invites

Pending invites are listed in the Team tab. Each entry shows the invitee’s email, the assigned role, and when the invite was sent.

To revoke a pending invite, click the revoke button next to it. The invitation link becomes invalid immediately.

Account roles vs. workspace roles

When you invite someone, you assign an account role (admin or member). This controls access to account-level settings. Separately, each person has a workspace role (admin, editor, commenter, or viewer) that controls what they can do inside a specific workspace.

New invitees join the workspace as a viewer by default. To give them more access, change their workspace role from the Team tab after they accept. See Roles & Permissions for the full breakdown.

Tips

Double-check the email address before sending — each email can only have one pending invite per account.
Assign the member account role for most teammates. Reserve admin for people who need to manage billing and account settings.
After a teammate joins, update their workspace role to match their responsibilities — editor for grant writers, commenter for reviewers.