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Getting Started · Team

Invite team members

Updated on 2 min Admins only Open in Cenedril

Goal Invite a person to the team by email and assign them the Admin or Member role at the moment of inviting.

In Cenedril you invite a person to the team by opening Team, clicking Add Member on the Team Members tab, entering the first name, last name and email, and sending the invitation as an admin or a member. The person receives an email with an invitation link and sets up their access the first time they sign in. The team list then shows you whether the invitation has already been accepted.

Send the invitation

Open Team

In the sidebar open Team. The page opens on the Team Members tab and lists every existing member with name, email, role and last login.

The “Team Members” tab with the member list and the “Add Member” button.

Open the add dialog

At the top right of the Team Members card, click Add Member. A dialog opens with the fields for the new person.

Enter name and email

Fill in the First Name, Last Name and Email of the person. The invitation goes to the address you enter here.

The “Add Team Member” dialog with first name, last name, email and the two invitation buttons.

Choose a role and invite

Send the invitation with one of the two buttons. Invite as Admin grants management rights, Invite as Member gives access to the shared working areas. The dialog closes and the new member appears in the list.

Check and resend the invitation

Check the status in the list

The Last Login column tells you whether the person has already signed in. For a pending invitation it shows Never.

Resend the invitation

Next to the Never value a Resend Invite link appears. Clicking it sends the invitation email again, after which the hint changes to Invite Sent.

Invite suggested people

Use the recommendations

Below the team list, the Recommended Members card shows people already captured elsewhere. Use Invite as Member or Invite as Admin to invite a suggested person without retyping their details. Under People in the Asset Inventory you also find people listed in the asset inventory as owners or custodians who do not yet have a Cenedril account; clicking Invite carries their name into the dialog.

Result: the invited person sits in the team list with the chosen role, has received their invitation email, and signs in through the link themselves. The Last Login column shows Never until that first sign-in happens.

Frequently asked questions

What role does the invited person get?

You set the role at the moment of inviting, using either “Invite as Admin” or “Invite as Member”. Admins can manage the team and change settings, while members work in the areas shared with them. You can change the role at any time later in the team list.

Does the invited person already need a Cenedril account?

No. They receive an email with an invitation link and set up their access the first time they sign in. Until that first sign-in, the “Last Login” column shows “Never”.

The invitation didn't arrive. How do I send it again?

As long as a member shows “Never” in the “Last Login” column, a “Resend Invite” link appears next to it. Clicking it sends the invitation email again.

What are the recommended members?

Below the team list, Cenedril suggests people already captured elsewhere, for example as founders or key people. In addition, under “People in the Asset Inventory” it lists people who appear in the asset inventory as owners or custodians but do not yet have a Cenedril account. You can invite these people directly from the recommendation.

Does inviting someone affect billing?

Yes. Your subscription is adjusted automatically when team members are added or removed. Changes to team size are reflected in your next billing cycle.