How to Invite Team Members

Growing your team in Notehouse starts with invitations. You can invite team members to join your Notehouse organization directly from account settings.

Each invitation includes a role that determines what the new team member can access. You can change roles later if needed.

Table of Contents


Who Can Invite

Only users with the appropriate permissions can send invitations:

  • Account Owners and Admins can invite users

If you don’t see the option to invite users, you may not have permission.

Sending an Invitation

To invite a new team member:

  1. Go to Account Settings
  2. Open the Users tab
  3. Click Invite
  4. Enter the new user's information:
    • Email address
    • First name
    • Last name
    • Role assignment
  1. Click send invitation

Invite User modal with fields for email, role selection, first name, and last name, and buttons to cancel or send the invitation.

What the Invitee Receives

The invited person receives an email with a link to join your organization and set up their account. Invitations remain valid until they’re accepted or cancelled.

If the user doesn’t receive the email, you can resend the invitation or cancel it before access is granted.


For any questions, please reach out to support@getnotehouse.com.

Still need help? Contact Us Contact Us