Invite teammates, set roles and understand seats

Invite someone

1. Open Settings > Team. Only admins see the Invite a teammate button.
2. Choose Invite a teammate.
3. Enter the colleague's email address, choose Contributor, Admin or Client (view only), and choose Send invite.

Pending invitations are listed below the members. For each one an admin can copy the invitation link, Resend the email or Revoke it. The person accepts at the link whether or not they already have a GrantCue account. An organization can send at most 50 invitations in 24 hours.

Roles

• Admin manages the organization profile, members, billing and integrations. Every organization keeps at least one admin.
• Contributor works on My grants, applications, documents and tasks, but can’t change organization settings, remove a grant for good or manage members.
• Client (view only) is for a client you work with. They can look at My grants, deadlines, tasks and documents, and open the status report, but they cannot change anything: GrantCue refuses every change they try to make. They do not use a seat: a full workspace can still invite one, and making a client a Contributor or Admin later takes a seat (it is refused when the plan is full).

An admin changes a member's role with the role menu on their row, or removes them with Remove and then Confirm remove. These roles are built in and cannot be edited.

Seat limits

Your plan sets how many seats the organization has: Free 1, Essentials 3, Team 8, Organization 20 and Enterprise 20. Members and pending invitations both use a seat; Client (view only) members and invitations do not. When every seat is taken, the invite is refused with a message. Revoke a pending invitation to free its seat, or upgrade under Settings > Billing.

If an invitee accepts after the organization filled its seats, the acceptance fails until an admin frees a seat.