Invite team members and assign initial roles

Summary

• Invite admins, managers, and staff only after the four published core policy categories unlock organization rollout.
• Use this guide to complete the workflow with audit-ready evidence and ownership.
• If you hit a blocker, run troubleshooting first, then escalate with context.

Steps

1. 1. Confirm the operational baseline is unlocked

   Open Team or Training and confirm the rollout lock banner is gone before inviting anyone outside the founding setup team.

2. 2. Invite the lowest-risk roles first

   Start with staff or managers so the organization already has published baseline policies and any required day-0 training before broader rollout.

3. 3. Use role boundaries deliberately

   Managers can coordinate rollout, but only admins should expand admin access or approve governance-critical publishing actions.

Verification

• Team no longer shows the baseline-required lock state.
• Invites send successfully instead of returning an operational baseline lock error.
• Accepted invites route new users into the correct organization and next-step flow.

Troubleshooting

Workflow screenshots