Inviting Members to Your Organisation
In this tutorial, you’ll invite a colleague to your Farkitect organisation, assign them a role, and see the invitation flow from their perspective.
Prerequisites: You’ve completed Setting Up Your Organisation and are signed in as an Owner or Admin.
1. Why Invite First?
Section titled “1. Why Invite First?”Organisation membership is the gateway to project collaboration in Farkitect. A person must be a member of your organisation before they can access any of its projects. The flow is:
- You invite someone to the organisation (this tutorial)
- They accept the invitation and become a member
- You add them to specific projects with a project-level role (covered in Collaborating on a Project)
2. Send an Invitation
Section titled “2. Send an Invitation”- Open the Settings panel (gear icon in the toolbar)
- Navigate to the Members section
- Click Invite Member
- Enter the person’s email address
- Optionally enter their display name (pre-fills their profile)
- Select a role: Admin or Member
- Click Send Invitation
An invitation email is sent to the person via Resend. The invitation appears in your member list with a Pending status.
3. What the Invitee Sees
Section titled “3. What the Invitee Sees”The invited person receives an email with a link to accept the invitation. When they click it:
- If they already have a Farkitect account, they’re added to your organisation immediately
- If they’re new to Farkitect, they create an account first and are then added
Once accepted, the invitation status changes to Accepted and the person appears as a full member.
4. Manage Invitations
Section titled “4. Manage Invitations”Revoke a pending invitation
Section titled “Revoke a pending invitation”If you sent an invitation by mistake or the person no longer needs access:
- Find the pending invitation in the Members list
- Click Revoke
The invitation link becomes invalid. The person can no longer use it to join.
Change a member’s role
Section titled “Change a member’s role”After someone has accepted and become a member:
- Find them in the Members list
- Change their role between Admin and Member
Only Owners and Admins can manage members. Members cannot change roles.
Remove a member
Section titled “Remove a member”- Find the member in the Members list
- Click Remove
They lose access to the organisation and all its projects immediately.
5. Choosing the Right Role
Section titled “5. Choosing the Right Role”| Role | Give this to… |
|---|---|
| Admin | People who need to manage the organisation — invite members, configure settings, create projects |
| Member | People who just need to work on projects — they can model, edit, and collaborate but can’t manage the organisation |
Remember: organisation roles control organisation-level access. Project-level access is controlled separately — a Member in the organisation can still be an Admin on a specific project.
What You’ve Learned
Section titled “What You’ve Learned”- That organisation membership is required before project collaboration
- How to send an email invitation with a role assignment
- The invitation lifecycle: pending, accepted, or revoked
- How to manage members: change roles, remove members
- How to choose between Admin and Member roles
Next Steps
Section titled “Next Steps”- Working with Projects — Create projects and understand how organisation members access them
- Collaborating on a Project — Add members to projects with project-level roles