Growing your team in Medtribe is straightforward. This guide covers all the ways to add people to your organisation or team.

---

Two Ways to Add Team Members

There are two paths to team membership:

Method	How it works	Best for
Email Invite	You send an invite, they accept	When you know who should join
Request to Join	They request, you approve	When colleagues find your organisation themselves

Both methods end the same way: the person becomes a full team member with access to everything in your organisation.

---

Method 1: Invite by Email

The quickest way to add someone is to send them an email invite directly.

How to Send an Invite

1. Go to Team Members in your organisation
2. Click Invite Team Members
3. Enter their email address (you can add multiple at once)
4. Click Send Invites

The person receives an email with a link to accept. Once they click accept, they’re automatically added to your team.

What Happens After You Invite

1. Pending Invite - The invite appears in your Pending Invites tab
2. Email Sent - They receive an email with an accept link
3. They Accept - One click and they’re in
4. Full Access - They can now see all your organisation’s events and templates

Managing Pending Invites

Invites expire after 2 weeks. If someone hasn’t accepted yet, you have options:

• Resend - Send a fresh email with a new 2-week window
• Revoke - Cancel the invite entirely

To manage invites:

1. Go to Team Members
2. Click the Pending Invites tab
3. Find the invite and click the menu (three dots)
4. Choose Resend or Revoke

---

Method 2: Approve a Request

Sometimes colleagues will find your organisation and request to join. Here’s how to handle those requests.

How Requests Work

1. A colleague searches for your organisation when setting up their account
2. They click Request to Join
3. You receive a notification
4. An existing member approves or rejects the request

Approving Requests

1. Go to Team Members
2. Click the Pending Requests tab
3. Find the request and click Approve
4. They’re now a team member

Rejecting Requests

If someone requests to join the wrong organisation:

1. Go to Team Members > Pending Requests
2. Click the menu (three dots) next to their request
3. Click Reject
4. Optionally add a reason (they’ll see this in their notification)

---

The Team Members Page

Your Team Members page has four tabs to help you manage membership:

Tab	What it shows
Members	Everyone currently in your organisation
Pending Requests	People who’ve requested to join
Pending Invites	Invites you’ve sent that haven’t been accepted
Rejected	Requests you’ve declined

---

Removing Team Members

If someone leaves or was added by mistake:

1. Go to Team Members
2. Find the person in the Members tab
3. Click the menu (three dots)
4. Click Remove
5. Confirm the removal

---

Common Questions

Can someone belong to multiple organisations?

Yes. Anyone can be a member of multiple organisations and switch between them using the workspace switcher. For example:

• Consultants who work with different trusts
• Educators who support multiple training hubs
• Staff who work across departments

These are just common examples - the feature is available to everyone regardless of role. Each organisation’s content remains separate, so being in one doesn’t give you access to another.

What access do team members get?

Full access to everything in the organisation:

• View all events
• Create new events
• Edit existing events
• Use all templates
• Create new templates

Currently all team members have equal access. More granular permissions are coming soon.

Can I bulk invite a list of email addresses?

Yes. When you click Invite Team Members, you can enter multiple email addresses. Each person receives their own invite email.

What if someone's invite expired?

Just resend it. Go to Pending Invites, find their invite, and click Resend. They’ll get a fresh email with a new 2-week acceptance window.

Can I see who invited someone?

Yes. The Pending Invites tab shows who sent each invite. Once someone joins, you can see who invited them in the Members list.

What's the difference between organisation and team?

Organisations are the top-level workspace (e.g., your trust, training hub, or department).

Teams are groups within an organisation (e.g., specialty teams or project groups within your organisation).

Both work the same way for adding members - invites and requests function identically.

---

Quick Reference

---

Need Help?

Contact Support:

• Email: support@medtribe.com
• Book a demo

Common requests we can help with:

• Moving members between organisations
• Setting up your team structure
• Questions about permissions
• Training sessions for administrators