> ## Documentation Index
> Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting a team member

> Add a new admin or doctor to your PlanMyRounds organisation by sending a personal email invite or sharing a reusable organisation invite link.

There are two ways to bring someone into your organisation: send them a **personal email invite**, or share an **organisation invite link** that anyone on your team can use.

<Note>
  Only admins can invite new members.
</Note>

## How email invitations work

When you invite someone by email, PlanMyRounds sends them a link to set up their account. Once they accept, they're added to your organisation with the role you picked.

## Send an email invitation

<Steps>
  <Step title="Open Members">
    Go to **Settings** in the sidebar, then select the **Members** tab.
  </Step>

  <Step title="Start an invite">
    Select **Invite Member**.
  </Step>

  <Step title="Add the email">
    Enter the person's **email address**.
  </Step>

  <Step title="Pick a role">
    Choose **Member** or **Admin**. See [Roles and permissions](/docs/team/roles-and-permissions) if you're not sure which to pick.
  </Step>

  <Step title="Send">
    Select **Send Invite**. The invitation appears in the pending invitations list below the active members table.
  </Step>
</Steps>

## If the invitation email didn't arrive

Email delivery can sometimes be delayed by a few minutes — or filtered into spam.

<Steps>
  <Step title="Open the pending invite">
    Find the invitation in the pending invitations list under **Members**.
  </Step>

  <Step title="Resend or copy the link">
    Select **Resend Invite** from the action menu. You can also copy the invite link manually and share it through another channel — WhatsApp, Slack, SMS, whatever works.
  </Step>
</Steps>

## Invite via a shared link

If you're onboarding a large group at once — a new intake, a department migration — it can be faster to share a single **organisation invite link** anyone can use to join.

<Steps>
  <Step title="Open Invite Links">
    In the **Members** tab, scroll to the **Organization Invite Links** section.
  </Step>

  <Step title="Create the link">
    Select **Create Invite Link**.
  </Step>

  <Step title="Share it">
    Copy the link and share it with your team.
  </Step>
</Steps>

<Note>
  Members who join via an organisation invite link are given the **Member** role by default. To grant Admin access, either invite them individually or [change their role](/docs/team/roles-and-permissions#change-a-members-role) after they join.
</Note>

Invite links expire after a period. If a link is no longer valid, delete it from the Invite Links section and create a new one.

## What happens after they join

New members appear in the **Members** table and can sign in immediately. To let a new doctor see their own shifts and submit their own leave, [link their member account to a doctor profile](/docs/team/doctor-profiles#link-a-doctor-to-a-member-account).

## Next steps

<CardGroup cols={2}>
  <Card title="Update a doctor's profile" icon="id-card" href="/docs/team/doctor-profiles">
    Set their department, seniority, and scheduling preferences.
  </Card>

  <Card title="Roles and permissions" icon="shield-halved" href="/docs/team/roles-and-permissions">
    Refresher on what each role can and can't do.
  </Card>
</CardGroup>
