Invite Without a Role (or Pick Multiple)
NewRoles are now optional on invite. Skip the picker, assign one role, or stack several, and revise anytime from the team profile.
Steps
- 1
Go to Team and click Invite. The role picker is empty by default with a small helper note that you can assign roles later.
- 2
If you do want to pick now, open the Roles dropdown and tick one or more entries. Predefined roles and any custom roles you've created in Manage Roles both show up.
- 3
Selected roles appear as colored pills under the dropdown. Click the ✕ on a pill to remove just that one, or untick from the dropdown to clear it.
- 4
Send the invite. In the team list, anyone with no role shows "No role yet" in muted italics so it's obvious who still needs to be slotted.
- 5
When you're ready, click the staff member's row and use the Roles multi-select in their profile. The Save Changes button persists the update; the role auto-enrolls them in any role-driven courses.