How do I invite my triage team?
Open Settings, then Team, and select Invite Member. Enter a colleague's email and choose a role. ADMIN has full write access. MEMBER is read only. Team members are a Pro feature, so on the Free plan the account owner works the inbox alone.
Key takeaways
- Invites are sent from Settings, then Team.
- ADMIN can change data. MEMBER can read but not write.
- Team members are a Pro feature.
- Route new submission alerts to a monitored destination so the acknowledgment SLA does not breach.
Steps
- Open Settings, then the Team tab.
- Select Invite Member.
- Enter the colleague's email address.
- Choose ADMIN for write access or MEMBER for read-only access.
- Send the invite. The colleague accepts through the emailed link.
Related
- Full procedure: SOP-01, Setting Up Your CVD Portal
- Reference: Team roles
Last updated 17 September 2026.