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    How to Invite Team Members

    Invite lab mates to share the colony so everyone works from the same records instead of swapping spreadsheets. Roles let you grant full edit access to colony managers and read-only access to visiting collaborators or PIs who just want to check in.

    Step-by-Step Instructions

    1

    Open the Settings page

    Click Settings in the navigation menu, then select the Team tab.

    2

    Start a new invite

    Click Invite member to open the invite form.

    3

    Enter the invitee's details

    Type the person's Email address and choose a Role such as Admin, Editor, or Viewer. Roles control whether the member can create and edit records or only read them.

    Pro Tip

    Admins can manage the team and billing; pick Editor for most day-to-day colony staff.

    4

    Send the invite

    Click Send invite. Moustra emails the invitee a signup link they can use to join your organization.

    5

    Track pending invites

    Pending invites appear in the team list with a Pending badge until the invitee accepts. Use the row's actions menu to resend or revoke an invite that's gone stale.

    6

    Adjust a member's role later

    Once a member has joined, open their row in the team list and pick a new role from the dropdown. Role changes take effect on their next page load.

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