How do I invite, re-invite or remove a teammate?
Settings → Team → + Invite teammate. They get an email with a 6-digit code that lasts one hour. Resend and Remove are on each person's ⋮ menu.
To invite a teammate, go to Settings → Team, choose + Invite teammate, enter their email, pick a Permission and choose Send invite. They get an email with your portal's address and a 6-digit sign-in code. Workspace owners and Editors can invite; Members cannot.
How do I invite someone?
- Choose Settings in the sidebar. The Team tab opens.
- Choose + Invite teammate.
- Enter their work email.
- Under Permission, choose Member, Editor or Workspace owner. It starts on Member. See What can each workspace role do?
- If your workspace uses Sales Academy and has job roles, choose a Job role, or leave it Unassigned.
- Choose Send invite. As the dialog says, they'll get an email with a sign-in code and the address of your workspace's portal.
They appear in the list straight away with an Invited label, which stays until they sign in for the first time.
What does the invitation say?
The subject is You're invited to your workspace's name 's portal. It tells them to go to your workspace address and enter the code shown, and asks them to bookmark the address. There is no sign-in link in it.
The code lasts 1 hour and works once. If it has expired by the time they open the email, they do not need you: on the workspace's sign-in page they choose Need a code? Email me one and get a fresh one. See How do I sign in to my Bridger portal?
You can also give them the address yourself: it is under Workspace portal address at the top of the Team tab.
How do I send an invitation again?
- In Settings → Team, choose ⋮ on the person's row.
- Choose Resend invite.
A new code goes out, and the confirmation reads A new sign-in code is on its way to their address. Every earlier code for that person stops working — tell them to use the newest email. Resend invite is offered only until they have signed in once; after that they get codes themselves from the sign-in page.
If someone says the invitation never arrived, see I didn't get my sign-in code.
How do I change someone's role?
Choose the person's row (or ⋮ → View profile) and pick a new role in the role menu. Workspace owners and Editors can change anyone's role, but the workspace's only Workspace owner cannot be moved to another role until someone else is made an owner.
When Sales Academy is on, the same row has switches for Learning manager and Learner seat. See Learning managers and learner seats.
How do I remove someone?
- In Settings → Team, choose ⋮ on the person's row.
- Choose Remove.
- Confirm with Remove.
They lose access to this workspace immediately. Their account stays, so they keep any other workspaces they belong to, and you can invite the same address again later. The only Workspace owner has no Remove option until someone else is made an owner.
Why did the invite fail?
| Message | What it means |
|---|---|
| That email is already a client of this workspace. | They are already in the list. Use Resend invite if they have not signed in yet. |
| This email belongs to a Bridger operator; operators access workspaces without being invited. | The address belongs to the Bridger team, who reach your workspace another way. |
| A note that the person was added, but the invite email couldn’t be sent | They are on the team, but the email failed. The dialog shows a link to copy and send them yourself; it stops working after one hour. |
When does a new teammate start getting emails?
Activity emails — new results, content edits, link engagement — start only after they have signed in for the first time, then follow their own settings. See How do I change which emails I get?
This did not answer your question? Email hello@bridgercreative.com.