Invite members, give seats and make groups
Start a team guide 3 of 6 Next: Members under 18 and the parent's agreement
Owners and admins bring people in from Members, then Invitations. Invite someone you know by name, or share a join link with people who aren't on exclusively.me yet, and approve each request. Then give out seats from the member list and sort people into groups, like Seniors and Juniors, so campaigns can be aimed at them.
Before you start
- You're the team's owner or an active admin.
- The team has seats (Start a team); until it does, nobody can join.
The steps
Invite someone you know
In Team HQ, open Members, then Invitations, then Invite. Search by username, name or whole email address, or pick from Your connections. Press Invite on a person, choose their Role (Member or Admin) and a Group, then Send invitation. It's emailed to them, from the team, with the team's picture.
Invite: a connection opened with Role, Group and what the team asks to see, and Share a join link on the right. Choose what the team asks to see
Under Team can, tick what you're asking each person for: to see their statistics, manage their pages, or see their email address. Switch on Required only where joining depends on it; they see that before they say yes. A team always sees who's a member and which groups they're in, and nothing more without agreement.
Share a join link
For people who aren't on exclusively.me yet, use Share a join link and press Copy. Anyone with the link can sign up free and ask to join; the request lands in the Requests tab and on Overview for you to approve. Manage links (in Settings) lets you name links, like Club night, and switch one off at any time.
Give out seats
In Members, each person's status says Team seat, Own Pro (they pay for themselves and need no seat) or Needs a seat. Open the ⋮ menu on someone who needs one and press Allocate seat. Remove seat in the same menu gives a seat back.
Members: each person's status, and one member's ⋮ menu with Allocate seat and Manage groups. Make groups and put people in them
Open Groups and press + Add a group. To put someone in one, use their ⋮ menu under Members, then Manage groups. A person can be in several groups, and a group is archived, never deleted. Campaigns in the message house can be for some groups only.
Groups: each group with its member count, and + Add a group at the top.
Check it worked
The person shows in Members once they accept, or in Invited until then. Overview's Actions list anything waiting for you: a request to answer, a member who needs a seat, an invitation that needs a parent's email.
If something's different
I can't find someone by email
Search needs their whole email address. If they don't have an account yet, send them a join link instead.
The invitation asks for a parent's email
They're under 18. See Members under 18 and the parent's agreement.
Someone says they can't open the team
They need a seat, or their own Pro, before their member view opens. Allocate them a seat from their ⋮ menu.
Do it with your AI
Inviting people and giving out seats aren't offered to an AI yet, so do those here. Your AI can create and rename groups and put people in them, as a proposal you approve: "Make groups for Seniors and Juniors, and put Jo and Riley in Juniors".
Why it's worth it
Everyone in one list, with a seat each and a group each, means you can see at a glance who's set up, and every campaign you plan reaches exactly the right people.
Members under 18 and the parent's agreement
Next guide →Last checked 2 Nov 2026 · Read this guide as markdown