How to Invite Team Members
Add colleagues to your workspace.
Only Admins can invite people and change roles.
Invite from the Team page
- Click Team in the main menu.
- Click Invite member.
- Enter the person's Email and choose a Role (see Roles and permissions).
- Click Send invite.
An Invitation created panel shows the acceptance link (/invite/accept?token=…). DonorDesk does not send invitation emails at the moment, so copy the link, add your workspace's address in front of it, and send it to the person yourself (email, chat, etc.).
What the invitee does
- Opens the link (Join your workspace).
- Enters their name and a password (at least 8 characters).
- Clicks Accept invitation and signs in.
They join with the role you chose. Links expire; if it stops working, invite the person again.
Seats
Full seats (everyone except Viewers) count against your plan: Starter 1, Team 5, Growth 15. Read-only Viewers are counted separately (Starter 2, others unlimited). If you are at the limit you must free a seat or upgrade. See Plans and limits.
Assign people to projects
Invited members do not automatically appear on a project. Open the project → Team → Assign member, choose the member and a project role. You can Remove member to close the assignment.
You can also invite during setup
The onboarding checklist has an Invite your team step that opens the same form.