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Invite Members

Build your team in Orka to collaborate on projects, share workloads, and scale your business.

How to invite members

  1. Go to Team in the sidebar
  2. Click Invite Members
  3. Enter email addresses
  4. Assign roles
  5. Send invitations

Team roles

RoleWhat they can do
AdminFull access to settings, billing, and team management
MemberManage projects, clients, invoices, and view reports
ViewerRead-only access to projects and activity

Business Tip: Start with Admin for yourself and Member for collaborators. You can adjust roles as your team grows.

What team members see

Once invited, team members can:

  • View and manage assigned projects
  • Create and edit proposals and contracts
  • Track milestones and deliverables
  • Communicate with clients
  • View team activity

Managing your team

As an admin, you can:

  • Change member roles
  • Remove members
  • View activity logs
  • Set up approval workflows

Business Tip: Set up approval workflows for milestone sign-offs. This ensures quality as your team scales.