Inviting Members

Collaborate with your team by inviting members to your MailShield organization.

Sending Invitations

Prerequisites

To invite members, you must be an Owner or Admin of the organization.

How to Invite

1. Navigate to Settings → Team
2. Click Invite Member
3. Enter the email address
4. Select a role (Admin or Member)
5. Click Send Invitation

Invitation Process

For the Inviter

After sending an invitation:

• The invitation appears in the pending list
• You can cancel pending invitations
• You'll be notified when the invitation is accepted

For the Invitee

The invitee receives an email with:

• Organization name
• Who invited them
• A link to accept the invitation

The invitee must:

1. Click the invitation link
2. Sign in or create a MailShield account
3. Accept the invitation

Invitation Expiration

Invitations expire after 7 days. If expired:

1. The invitation is automatically removed
2. You'll need to send a new invitation
3. The invitee will need a new link

Managing Pending Invitations

View and manage pending invitations in Settings → Team:

Action	Description
View	See all pending invitations
Cancel	Remove a pending invitation
Resend	Send another email (same link)

Choosing Roles

Select the appropriate role based on responsibilities:

When to Use Admin

• Team leads managing email security
• IT staff who need to make changes
• Consultants configuring settings

When to Use Member

• Stakeholders who need visibility
• Team members monitoring status
• Compliance officers reviewing reports

After Joining

New members can immediately:

• View all domains in the organization
• Access reports and security scores
• Receive notifications (based on settings)

Admins and Owners can also:

• Add or remove domains
• Configure settings
• Invite other members

Removing Members

To remove a member:

1. Go to Settings → Team
2. Find the member in the list
3. Click the menu icon (⋯)
4. Select Remove
5. Confirm the removal

WARNING

Removed members lose access immediately and cannot see any organization data.

Changing Roles

To change a member's role:

1. Go to Settings → Team
2. Find the member in the list
3. Click on their current role
4. Select the new role

INFO

You cannot demote an Owner. Ownership must be transferred explicitly.

Transferring Ownership

To transfer organization ownership:

1. Go to Settings → Team
2. Find the new owner (must be an existing member)
3. Click the menu icon (⋯)
4. Select Transfer Ownership
5. Confirm the transfer

After transfer:

• The new owner has full control
• You become an Admin
• Billing responsibility transfers

Troubleshooting

Invitation Not Received

1. Check spam/junk folders
2. Verify the email address is correct
3. Try resending the invitation
4. Contact support if issues persist

Link Not Working

• The invitation may have expired (7 days)
• The invitation may have been cancelled
• Request a new invitation from the admin

Cannot Accept Invitation

• Ensure you're signed in with the invited email
• Clear browser cache and try again
• Try a different browser