Invite a Team Member
TL;DR — Add an email and role on the Team Members page and click Generate Link. BrightStep emails the invitation to that address automatically. You can also copy the link and share it through another channel (Slack, WhatsApp). Links expire in 48 hours.
Before you start
- Requires: Admin role. Campaign Managers and Members can't access the Team Members page.
- You'll need: the invitee's email address.
Steps
- In the sidebar, open Team Members.
- In the invite form at the top, enter the invitee's Email Address.
- Pick a Role from the dropdown — Member, Campaign Manager, or Admin. See Choosing a role below.
- Click Generate Link. BrightStep emails the invitation to that address and shows an Invitation Created card with the same link.
- (Optional) Click Copy Link to share it through another channel — Slack, WhatsApp, or your own email client — for example if the invitee can't find the system email.
Until the invitee accepts, the invitation appears on the Invitations tab. From there you can resend or revoke it.
Choosing a role
| Role | What they can do | Good for |
|---|---|---|
| Member | Conduct interviews, submit feedback, view assigned candidates | Interviewers and panel reviewers |
| Campaign Manager | Manage candidates and communications within assigned campaigns | Recruiters and admissions staff |
| Admin | Full access — settings, billing, all campaigns, all members | Trusted leads and operators |
Roles can be changed later from the members table on the same page.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Team Members is missing from the sidebar | You are signed in as Campaign Manager or Member | Ask an Admin to invite the person, or to upgrade your role |
| Generate Link button stays disabled | Email field is empty or not a valid email | Check for typos, make sure there's a @ and a domain |
| Invitee never received the email | Email landed in spam, or the address has a typo | Have them check spam, or use Copy Link and send it through another channel |
| Invitee says "this link is invalid or expired" | Link is older than 48 hours, or was already accepted | Generate a new invitation from the same form |