Before inviting someone, decide which role and projects they need. The invitation is easier to get right when those choices are made together.
These steps are for organization admins.
Invite by email
- Open Organization Settings, then Users.
- Select Invite User and choose Email.
- Enter the person's email address.
- Choose their Role and Project access.
- Check the details and select Send Invite.
For someone who already uses Start Testing, choose Platform users in the same invitation window, search for them, select the matching account, and review the role and projects before sending.
Resend or cancel an invitation
In Users, find Pending Invites. Check the email and expiration before choosing Resend invite or Cancel invite. Resend all refreshes every invitation in the table after confirmation. An expired invitation can remain in the list; you do not need to wait for it to disappear.
Add several people from a CSV
- Choose Bulk Invite from CSV and use Download sample CSV as a starting point.
- Fill in each person's email and any role or project choices.
- Choose the file, then review the fallback role and project access for rows without those values.
- Select Review file and check every row, including errors.
- Select Add people only when the preview is correct.
This flow can add existing account holders immediately. It is not the same as sending ordinary invitations that each person must accept. Read the preview before committing the batch.
Change or remove a contact
For an existing admin, Make primary contact changes the organization's main contact; it does not remove other admins. Wait for an invited person to join before making them the contact.
Use Remove on the correct person's row when they should lose membership. The last remaining admin cannot be removed. Check the person and organization carefully before taking that action.