Inviting a new member
Adding someone to your Katalyz workspace takes about 30 seconds. Here's how.
⚠️ Requires org role Admin.
Invite a new member
- Go to Settings → Members.
- Click + Add user in the top right.
- Fill in the required fields:
- First name *
- Last name *
- Email *
- Role * — Admin, Pro, or Basic
- Optionally fill in profile details that will appear on their contact card:
- Job title
- Phone number (with country code)
- Booking link (e.g. Calendly, HubSpot Meetings)
- Profile picture
- Click Send invitation.
The new member gets a magic-link email inviting them to Katalyz. They click, they're in.
What happens after invitation
Until they accept, the member shows in your list with an "Invitation pending" badge (orange warning icon next to their name).
If they don't respond, you can resend the invitation:
- Click their row to open the edit modal.
- Click Resend invitation.
Bulk invitations
Today, you add members one at a time. For teams of 10+, contact contact@katalyz.co — we can bulk-import from a spreadsheet.
Good data upfront saves time later
The profile details you add now (job title, LinkedIn, booking link, profile picture) power the Contact widget in rooms — it's how your buyer sees "Your team at Katalyz" at a glance.
Reps often skip filling these in. Don't let them. A rep's booking link in particular is the kind of detail that converts a great room into a booked meeting — it's worth a few seconds of setup.
Member limits
The number of members you can invite depends on your plan:
- Standard plan — minimum 5 seats
- Premium plan — minimum 5 seats
Adding members beyond your current seat count auto-prorates on your next invoice. See [Adding or removing seats](→ 07-plans-billing/02-seats-billing/01-adding-removing-seats).
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Updated on: 18/06/2026
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