Inviting teammates

A workspace gets dramatically more useful with two people in it, and more useful still with five. This page covers how to add people — by email or WhatsApp — and what they see when they accept.

Two channels, one flow

Open Settings → Members (or use the Invite teammates quick action from the home dashboard). For each invitee:

1. Enter a name (optional but recommended — appears in chat replies)
2. Enter an email or a WhatsApp number
3. Pick a role (default: Staff)
4. Optionally, pick a scope — which modules they can see/use
5. Click Send invite

A pending invite is created. The recipient gets a link:

• via email — the link opens the accept-invite page in their browser
• via WhatsApp — the link is shared as a chat message; they tap and continue in browser or mobile app

Either way, the accept-invite page asks them to sign in (or sign up with the matching email/phone) and then activates their seat.

What happens on accept

When someone accepts an invite:

• Their account is added to your workspace's member list
• The selected role is applied
• A welcome chat is created for them with three suggested first prompts
• Admins of the workspace get a notification

The new member sees only the data their role allows. If you invited a cashier with Staff scope and POS-only access, they will not see Finance or Founder modules at all — those entries do not appear in their sidebar.

Bulk invites

For larger teams, use Bulk invite:

1. Open Settings → Members → Bulk invite
2. Paste rows in the format name, email_or_phone, role
3. thola shows a preview with any validation issues
4. Confirm — all invites are sent in one go

There is no hard limit on bulk invites, but we throttle outbound at 20 per minute to avoid spam-filter trouble.

Pending invites

The Pending tab shows invites you've sent that haven't been accepted yet. For each:

• See when sent, how many times the link was clicked
• Resend — sends the link again (uses a fresh token)
• Copy link — for sharing through your own channels (Slack, Teams, etc.)
• Revoke — invalidates the token; the link stops working

Invites expire after 14 days. After that, you'll need to resend.

Removing a member

To remove someone:

1. Open Settings → Members
2. Click their row → Remove from workspace
3. Confirm

Removal is immediate. The next API call they make is denied. They are notified via in-app + email. Their existing chats and tasks remain in the workspace, owned by you.

If you want to soft-remove (revoke access but keep their identity), use Suspend instead. A suspended member can be reinstated without re-onboarding.

Common questions

Can someone be in multiple workspaces? Yes. The same email can be in any number of workspaces. They switch between them from the workspace picker in the sidebar.

What happens if I invite an email that already has a thola account? They just get added to your workspace. They don't have to re-register; the invite acceptance just adds your workspace to their account.

Can I invite the same person twice (e.g. one as Sales, one as Viewer)? No — one person, one role per workspace. But you can grant Sales-with-Viewer-elsewhere via a custom role in Settings → Roles.

→ Next: Roles & permissions