Klu Docs

Invite collaborators

Invite teammates to your organization by email with a specific role.

Open in dashboardSettings โ†’ Team

Overview

The Team tab lets you invite people to your Klu organization. You enter their email, pick a role, and Klu sends them a sign-up link. Pending invites show as cards until they accept โ€” or you revoke them.

When to use it

  • Onboarding a new manager or staff member
  • Replacing a departing teammate (invite their replacement first, remove old user after)
  • Re-sending an invite that expired or got lost

How to use it

Video tutorial coming soon
  1. Open Settings -> Team.
  2. Scroll to Invite โ€” enter the teammate's email.
  3. Pick a Role: Staff, Manager, or Head Manager.
  4. Click Send Invite โ€” a pending-invite card appears below.
  5. If the invite expired or wasn't received, click Resend on the pending card.
  6. To cancel, click Revoke on the pending card.

Tips & gotchas

  • Only OWNER / HEAD_MANAGER can send invites. Head Managers can only invite at Manager level or below.
  • Invites expire in 7 days โ€” resend if the recipient waited too long.
  • The invite email includes a sign-up link; the invitee lands on the signup form with their email pre-filled.
  • You can't invite the same email twice while one is pending โ€” revoke first, then reinvite.

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