Team Member Invitations

Use team member invitations to give staff access to your Kayse AI company account. New team members receive an email invitation and complete registration from the invitation link.

INFO

Only admins can invite and manage company staff.

Invite a Team Member

1. Go to Settings -> Company
2. Open the Staff tab
3. Click Invite new member
4. Enter the team member's details
5. Choose a role
6. Click Add

For a new team member, Kayse sends an email invitation to the address you entered. The invitation appears in the Invitations tab while it is pending.

Required Fields

Field	What to enter
Full name	The team member's name as it should appear in Kayse AI.
Email	A valid email address. Kayse sends the invitation link to this address.
Role	Choose Admin or User.

Optional Fields

Field	What to enter
Phone Number	Leave it empty, or enter a valid phone number for the team member.

Phone Number Rules

• The phone number field can be empty.
• International phone numbers are allowed.
• If you enter a phone number, select the correct country and enter the full number.
• A country code by itself, such as +1 with no local number, is treated as empty.
• If you do not have a reliable phone number for the team member, leave this field empty.
• If Kayse reports that a phone number is already invited or already in use, remove the phone number or use the team member's own number.

Role Options

Role	Access
Admin	Full access to company features and settings.
User	Day-to-day case work and messaging, with optional case-type limits through scopes.

After Sending an Invitation

From Settings -> Company -> Staff, use the Invitations tab to review pending invitations. Invitation links expire after 24 hours. You can resend an invitation email, update invitation details, or remove an invitation before it is accepted.

After the team member accepts the invitation, they appear with the active staff members. For members with role User, you can edit the member and assign scopes to limit case-type access.

If the email address already belongs to a Kayse admin who is not yet part of your company, Kayse can add that admin to the company without creating a new pending invitation.