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 /dashboard/team. If the button reads Unlock Team Rollout instead of Invite Member, publish your remaining core categories first.

2. 2. Open the invite dialog

   Select Invite Member, enter the recipient email, and choose a role from the Role dropdown: Staff, Manager, or (admin/super admin only) Admin or Auditor. Choosing Auditor adds an Access window (days) field (1 to 90).

3. 3. Send the invitation

   Select Send Invitation. The invite appears in the Invitations list with a Pending status until it is accepted.

4. 4. 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 rollout lock banner or the Unlock Team Rollout button state.
• The invite dialog Role dropdown lists Staff and Manager (Admin and Auditor only if you are an admin or super admin).
• Accepted invites route new users into the correct organization and next-step flow.

Troubleshooting

Workflow screenshots