Inviting a new member

Adding people to your Katalyz workspace takes a few seconds: paste their email addresses, pick a role, send. Each person sets up their own profile when they accept.

⚠️ Requires org role Admin.

Invite one or many people

1. Go to Settings → Members.
2. Click + Add user in the top right. The Invite people modal opens.
3. In Email address(es) *, type or paste the addresses. Separate them with a comma, a space, or Enter — each address turns into a chip. You can paste a whole list from a spreadsheet or an email thread in one go.
4. Pick the Role * — Admin, Pro, or Basic. The role is applied to everyone in this invite ("Applied to everyone in this invite."). Invite people who need different roles in separate batches.
5. Optionally add them to Groups (multi-select). Click Manage groups if the group doesn't exist yet.
6. Click Send invitation — or Send N invitations when there's more than one address.

If an address isn't valid, it stays in the field and the modal shows "Not a valid email: …" — fix or remove it, then send.

Each invitee receives a magic-link email. On their first login they land in a short setup wizard where they fill in their own name, job title, phone, LinkedIn and booking link, and connect their email and CRM — see Setting up your profile after an invitation.

What you don't fill in anymore

The invite modal only asks for emails, a role and groups. First name, Last name, Job title, Phone, LinkedIn, Booking link and Profile picture are no longer asked at invite time — the invitee completes them in the onboarding wizard. That's what makes bulk invites practical.

You can still edit any member's profile later: click their row in the Members table.

What happens after invitation

Until they accept, the person appears in the Members table without a name — the row shows Awaiting sign-up with an orange pending icon.

If they don't respond, resend the invitation:

1. Click their row to open the edit modal.
2. Click Resend invitation.

Invites older than a week are flagged as Stale invites in the Get started checklist in the left sidebar, so they don't get forgotten.

Join requests from your domain

People who sign up to Katalyz with an email address on your company's domain don't get in automatically — they show up as Join requests above the Members table, with their name and when they asked. Click Approve to add them to the workspace or Decline to dismiss the request.

Good data pays off later

The profile details invitees add in the wizard (job title, LinkedIn, booking link, photo) power the Contact widget in rooms — it's how a buyer sees "Your team" at a glance. A rep's booking link in particular turns a good room into a booked meeting. If someone skipped the wizard, nudge them to complete their profile from Settings → Profile (the sidebar checklist reminds them too).

Seats

Admin and Pro occupy paid seats; Basic members are free. If you've used every paid seat, the checklist shows Seat limit reached — see Adding or removing seats.

Related articles

• Setting up your profile after an invitation
• Org roles: Admin, Pro, Basic
• Changing someone's org role
• Removing a member

Updated on: 02/10/2026