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# Inviting a colleague to the room

Need to loop in your IT team, procurement, legal, or exec sponsor? You can invite colleagues directly — no need to ask the sender to do it for you.

## Why invite colleagues yourself

In most deals, you're not the only decision-maker. Your:
- **IT / Security team** needs to review the solution
- **Procurement** handles contract negotiations
- **Legal** reviews the MSA
- **Exec sponsor** gives final approval
- **Champion's champion** — whoever else is invested

Katalyz lets you invite them directly — they get the same magic-link access you did, and you don't have to explain what the tool is every time.

## How to invite

1. Open the room.
2. Click the **Share** or **Invite** button (usually top-right).
3. Enter the colleague's email.
4. Add an optional message.
5. Click **Send**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-1806-115434-am_traq3c.jpg)

They receive an invitation email with a magic link. They click, they're in.

## What role they get

By default, you invite colleagues as **Viewers** — they can read and comment, but not edit content.

Depending on how the sender configured the room, you may be able to invite them as **Editors** instead (can edit content). If you don't see the option, stick with Viewer.

## You can invite multiple colleagues at once

Add multiple emails separated by commas. Each gets their own invitation email.

## Limits on who you can invite

You can invite colleagues with any email address — Katalyz doesn't restrict this by domain.

That said:
- **If the room uses "Authorized emails only"**, you can only invite people whose emails are on the allow-list. Ask the sender if you need someone else added.
- **If the room uses "Magic code verification"**, anyone you invite will need to verify their own email to access.

## What invitees see

Your invitees get the exact same experience you got — a magic-link email, one-click access, and the full room.

They don't see any indication that *you* invited them (vs the original sender) — it just shows up as a normal Katalyz invitation.

## Your invites are tracked

Katalyz tracks who invited whom. This is normal — it helps the sender understand the deal's expanded circle (and is useful if questions come up later about who has access).

## Revoking access

If you invited someone by mistake:
1. Open the room.
2. Go to **Participants** (or similar — varies by room).
3. Find the person you invited.
4. Click **Remove**.

They lose access immediately. Their magic link stops working.

## Best practices

- **Invite deliberately** — each person you add sees everything in the room, including pricing and contracts
- **Mention your invitee in a comment** — so the sender knows they've joined and can welcome them appropriately
- **For sensitive content**, use the access controls the sender set rather than bypassing them

## Related articles
- [Booking a meeting](https://katalyz.crisp.help/en/article/booking-a-meeting-1o4ah20/)
- [Signing a document](→ 08-for-visitors/03-taking-action/02-signing-a-document)
- [What Katalyz knows about you](https://katalyz.crisp.help/en/article/what-katalyz-knows-about-you-2lzu2f/)