How to Invite Team Members
Follow this guide to add new members to your team in ValiDocX
Quick Start
Go to My Team → Click Invite Team Member → Share the linkGo to My Team
The My Team page with the "Invite Team Member" button in the top right
Step-by-Step Guide
1
Navigate to My Team
Go to your team management page
- Log in to your ValiDocX dashboard
- Click "My Team" in the left sidebar
- Or navigate directly to /dashboard/my-team
2
Create an Invite Link
Generate a shareable invite link
- Click the "Invite Team Member" button
- A unique invite link will be generated automatically
- The link is copied to your clipboard
3
Share the Link
Send the invite to your team member
- Share the link via email, chat, or any messaging app
- The recipient can sign up or log in using the link
- They will automatically join your organization and report to you
4
Assign Permissions
Give the new member appropriate access
- Go to Organizations in the sidebar
- Navigate to /dashboard/organizations
- Find the new team member and assign their permissions
Important: Assign Permissions
When a user joins through your invite link, they start with no permissions. They can only be seen in your team hierarchy until you assign them permissions.
To assign permissions:
- Go to Organizations in the sidebar
- Find the new team member in the members list
- Click on their profile to edit permissions
- Select the appropriate permissions for their role
Available Permissions
Permission Codes
These are the permissions you can assign to team members
project.createCreate new projectsproject.viewView projects in their reporting hierarchyproject.view_allView all organization projectsproject.editEdit projects in their reporting hierarchyproject.edit_allEdit all organization projectsinvite.sendSend invitations to othersQuick Links
My Team
View your team and create invite links
Go to My TeamOrganizations
Manage members and assign permissions
Go to OrganizationsNeed more help? Contact Support