Team members
Inviting members
Section titled “Inviting members”- Go to Settings > Members
- Click Invite member
- Enter the person’s email
- Choose their role — admin, manager, or member (see what each role can do in Roles & permissions)
- Click Send invite
The invitee receives an email with a link to join the team. The invitation stays valid for 3 days.
What the invitee sees
Section titled “What the invitee sees”- If they don’t have a Pliic account yet, the link takes them straight to account creation. They only need to enter their name — the email is already filled in with the one from the invitation, so there’s no code to confirm. As soon as the account is created, they land directly in the team’s dashboard, without going through any extra initial setup steps.
- If they already have an account, the link takes them to the login screen. Once they sign in, they’re added to the team automatically.
If they accept the invitation while logged in with a different email than the one invited, Pliic points out the mismatch and offers to switch accounts before continuing.
Declining an invitation
Section titled “Declining an invitation”On the acceptance screen, the invitee can also decline the invitation and, if they want, explain why. Whoever sent the invitation gets notified of the decline — including the reason, if one was given — and sees the updated status right in the members list.
Resending an invitation
Section titled “Resending an invitation”An invitation can be resent at any time from Settings > Members, including one that already expired or was declined. Resending renews the validity period and doesn’t create a duplicate invitation.
Invitation states
Section titled “Invitation states”Until it’s accepted, an invitation shows up in the pending invitations list with one of these states:
| State | What it means |
|---|---|
| Pending | Sent, waiting for a response |
| Expired | The 3-day window passed with no response |
| Declined | The invitee declined the invitation |
Once an invitation is accepted, it drops off this list and the person shows up in the active members list instead.
Managing members
Section titled “Managing members”In the members list, you can:
- Change the role of a member
- Remove a member from the team
Limits by plan
Section titled “Limits by plan”| Plan | Members |
|---|---|
| Free | 2 |
| Starter | 5 |
| Pro | Unlimited |