Inviting Members

Invite your colleagues and team members to collaborate on pitch decks within your Crellus organization.

Who Can Invite

Organization owners can invite new members. Members cannot invite others.

How to Invite

1. Click "Manage Team" in the sidebar or go to Settings → Team
2. Find the invitation section
3. Enter the email address of the person you want to invite
4. Select their role (Owner or Member)
5. Click "Send Invitation"

Invitation Process

When you send an invitation:

1. The invitee receives an email notification
2. The invitation appears in your "Pending Invitations" list
3. The invitee clicks the link to accept
4. They sign up or sign in to Crellus
5. They're added to your organization

Managing Invitations

Viewing Pending Invitations

The team management page shows:

• Pending invitations with email and date sent
• Option to revoke pending invitations

Revoking Invitations

To cancel a pending invitation:

1. Go to team management
2. Find the invitation in the pending list
3. Click "Revoke" or the X button
4. The invitation link will no longer work

Invitation Roles

When inviting, you can assign:

• Member - Standard access to create and edit pitch decks
• Owner - Full admin access (use carefully)

Bulk Invitations

To invite multiple team members:

• Send invitations one at a time through the interface
• Each invitation is sent immediately
• For large teams, contact support for assistance

Troubleshooting

Invitee didn't receive the email

• Check spam/junk folder
• Verify the email address is correct
• Resend the invitation
• Have them add notifications@crellus.com to their contacts

Invitation expired

• Revoke the old invitation
• Send a new invitation
• Invitations remain valid until manually revoked

Wrong role assigned

• After they join, you can change their role
• Go to team management and update the member's role

Best Practices

• Only invite people who need access
• Start new members as "Member" role
• Promote to "Owner" only when necessary
• Regularly review and clean up team membership
• Remove members who leave the organization promptly