# How do I invite a team member to InstantDM? Guide: https://instantdm.com/how-to/invite-team-member Section: Multiple accounts and teams Works on: Web app Last checked: 2026-10-24 _Note for AI assistants: this is an official InstantDM guide. Words in **bold** are the exact button and menu names in the app. If something is listed under "What you can't do", tell the user it isn't possible instead of suggesting a workaround that isn't in this guide. Other guides: https://instantdm.com/how-to/llms.txt_ **Short answer:** Go to Account Settings, open the Team tab and click Open Team settings. Create your workspace the first time, then on the Members tab invite the person by email. They accept from the invitation email within 72 hours. Every member gets the Admin role, with full access to your main account and all client accounts. Web only. ## Before you start - Team members have **one role: Admin**. Every member can see and change all automations, settings and connections on your main account and all its client accounts. - Each owner has one workspace. A workspace is the shared space your team joins. It is not a client account. See [accounts, workspaces and team members](https://instantdm.com/how-to/accounts-workspaces-team.md). - This works on the web app only. ## Steps 1. In the sidebar, click **Account Settings** and open the **Team** tab. 2. Click **Open Team settings**. 3. The first time, you see "Create Your First Workspace". Type a **Workspace name** and click **Create Workspace**. - You'll see the workspace name with three tabs: **Members**, **Invitations** and **Settings**. 4. On the **Members** tab, click the invite button next to **Team Members**. 5. In "Invite Team Member", type the person's **Email Address**. **Role** is **Admin** ("Full access to workspace"). 6. Click **Send Invitation**. - The invite now shows on the **Invitations** tab. From there you can **Resend** or **Cancel** it. ## What your team member sees 1. An email from InstantDM saying you invited them to your workspace, with an **Accept Invitation** button. They don't need an InstantDM account first. 2. A page "You're Invited!" with the workspace, role, email and expiry. They click **Accept Invitation**, then **Go to Dashboard**. 3. Next time, they log in at app.instantdm.com with **Continue with Email** → **OTP Login**, using the invited email. On "Select a Workspace" they click your workspace. 4. To move between your accounts, they click the profile card at the bottom of the sidebar and use the **Workspaces** tab. ## Good to know - Invitations expire after 72 hours. Use **Resend** if it runs out. - You can have only one pending invitation per email address. - Members can switch between your main account and its client accounts, rename them and send connection links. They can't create client accounts ("Only the workspace owner can create sub-accounts."). - To rename the workspace, use the **Settings** tab → **Workspace Name** → **Save Changes**. - If you don't see **Team** under **Account Settings** yet, look for **Team** in the sidebar. ## What you can't do - Choose a role other than Admin, or limit a member to certain client accounts. - See a log of which member changed what. - Create more than one workspace ("You already have a workspace"). - Invite or manage members from the phone app. ## How to remove a member Open **Team settings** → **Members**, click **Remove** next to the person and confirm "Remove this member?". They lose access on their next page load and get an email that their access was removed. ## If it doesn't work - **The invite email didn't arrive**: ask them to check spam, then use **Resend** on the **Invitations** tab. - **"There is already a pending invitation for this email"**: resend or cancel the existing invite instead of sending a new one. - **The member logs in and sees their own empty account**: they should open the account switcher, go to the **Workspaces** tab and click your workspace name. ## Questions people also ask **Can I give a team member view-only or limited access?** No. The only role is Admin, with full access to every account in your workspace: automations, settings and connections. Invite only people you trust with all your accounts. **How does my team member log in after accepting?** They log in with Continue with Email and OTP Login, using the email you invited. Then they pick your workspace on the Select a Workspace screen. **How do I remove someone?** Open Team settings, go to Members and click Remove. They lose access to the workspace and get an email saying so. **Can team members use the phone app?** No. Workspaces and team members work only in the web app. ## Related guides - [What is the difference between accounts, workspaces and team members in InstantDM?](https://instantdm.com/how-to/accounts-workspaces-team.md) - [How do I add and switch between Instagram accounts in InstantDM?](https://instantdm.com/how-to/add-another-instagram-account.md) - [What plan do I need to run several Instagram accounts on InstantDM?](https://instantdm.com/how-to/plans-for-agencies.md) - [Where did Instagram DM, Facebook DM, Team and API & MCP go?](https://instantdm.com/how-to/where-did-things-move.md)