Inviting Team Members

Add users to your Upstat account by sending email invitations.

Prerequisites

  • Administrator or Owner account role
  • Available seats on your subscription plan

1. Open Team Settings

Navigate to Account Settings in the sidebar, then select Team.

You’ll see two tabs:

  • Active Users - Current account members
  • Pending Invites - Outstanding invitations

2. Send an Invitation

  1. Click Invite Users
  2. Enter the user’s email address
  3. Select an account role (Member, Administrator, etc.)
  4. Click Send Invite

The invited user receives an email with a link to create their account.


3. Default Project Assignment

When a user accepts their invitation:

  • Member, Administrator, Editor roles are automatically added to the default project as Contributors
  • Billing role users get account-level access only and are not added to any projects

After they join, you can add them to additional projects and adjust their project-specific roles.


4. Manage Pending Invitations

Switch to the Pending Invites tab to:

  • View outstanding invitations
  • Resend invitations that were missed or expired
  • Revoke invitations that are no longer needed

Result

Team members receive invitations and can join your account. Once they accept, they appear in the Active Users list and can be assigned to projects.