Inviting your team
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Inviting your team

Add teammates by email with a role, how the invite/magic-link flow works, and how to manage members.

Inviting a team member

Team management lives at Settings → Event staff and is restricted to owners and admins (the members:manage capability). You invite people by email and assign each a role up front, so access is correct from their first sign-in.

Invite a teammate

  1. 1Go to Settings → Event staff.
  2. 2Enter the teammate's email and choose a role - see Roles & permissions.
  3. 3Send the invite. If they don't already have a Soaly account, one is created and they're emailed a magic link to set a password.

Soaly has no public self-serve signup - accounts are created exactly this way (or via demo approval). Inviting someone is how they get in.

Managing members

ActionNotes
Change a roleFrom the same page, anytime; takes effect immediately
Nudge a pending inviteResends the invite email
Remove a memberRevokes their access - you can't remove yourself
A pending invite is accepted automatically the next time that person logs in with the invited email address - there's no separate "accept" step to chase.