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Invite Members

Add new members to your organization

Inviting Members

Invite members to your organization to collaborate on OKRs. Members can be assigned different roles based on their responsibilities and access needs.

Who Can Invite

  • • Admins can invite all roles
  • • Product Leaders can invite members
  • • Team Members cannot invite
  • • Stakeholders cannot invite

Invitation Methods

  • • Email invitation (primary)
  • • Bulk invite via CSV (coming soon)
  • • Resend expired invitations
  • • Cancel pending invitations
Invitation Process
1

Open Invite Dialog

Navigate to Members and click the "Invite Member" button.

2

Enter Member Details

Enter the member's first name, last name, and email address.

3

Select Role

Choose the appropriate role for the member. Team Member and Stakeholder roles do not require a license.

4

Send Invitation

Click "Send Invitation" to send an email to the member with instructions on how to join your organization.

5

Member Joins

The member receives an email, creates their account (or signs in), and is automatically added to your organization with the assigned role.

Available Roles

Choose the right role for each member based on their responsibilities. Roles determine what features and actions are available in OKR Studio.

Admin

License Required

Full access to all platform features and settings. Admins can manage the organization, billing, integrations, and all OKR features.

Permissions

OKR Cycles (Full) OKR Planning (Full) OKR Check-ins (Full) OKR Evaluations (Full) Team Management (Full) Settings (Full) Invite Members (Full) Documentation (Full)

Product Leader

License Required

Full access to OKR management, team management, and member invitations. Ideal for managers who oversee OKR cycles and team performance.

Permissions

OKR Cycles (Full) OKR Planning (Full) OKR Check-ins (Full) OKR Evaluations (Full) Team Management (Full) Invite Members (Create) Documentation (Read)

Team Member

No License Required

Participate in OKR check-ins and view cycles, plans, and evaluations. Ideal for individual contributors who own key results and report progress.

Permissions

OKR Cycles (Read) OKR Planning (Read) OKR Check-ins (Full) OKR Evaluations (Read) Documentation (Read)

Stakeholder

No License Required

Read-only access to OKR progress. Ideal for executives, sponsors, or external stakeholders who need visibility into OKR performance without editing capabilities.

Permissions

OKR Cycles (Read) OKR Check-ins (Read) OKR Evaluations (Read) Documentation (Read)
Permission Matrix

Detailed breakdown of permissions by role for each feature area in OKR Studio.

FeatureAdminProduct LeaderTeam MemberStakeholder
OKR CyclesFullFullReadRead
OKR PlanningFullFullReadNo Access
OKR Check-insFullFullFullRead
OKR EvaluationsFullFullReadRead
Team ManagementFullFullReadRead
Invite MembersFullCreateNo AccessNo Access
SettingsFullNo AccessNo AccessNo Access
DocumentationFullReadReadRead
Full Access Read Only Create Only No Access
Invitation Tips & Troubleshooting

Common Issues

  • • Invitation not received: Check spam folder or resend
  • • Invitation expired: Resend from member management
  • • Wrong role assigned: Edit member after they join
  • • License limit reached: Upgrade plan or use free roles

Helpful Tips

  • • Start with Team Member or Stakeholder (free)
  • • Upgrade roles as responsibilities grow
  • • Use Stakeholder for external visibility
  • • Review pending invitations regularly
Best Practices

✓ Do This

  • • Assign minimum needed permissions
  • • Use free roles when full access isn't needed
  • • Add members to appropriate teams
  • • Include a personal message in invitations
  • • Review access levels quarterly

✗ Avoid This

  • • Making everyone an Admin
  • • Inviting without assigning a team
  • • Ignoring expired invitations
  • • Using licensed roles for view-only users
  • • Sharing invitation links externally