Inviting Members

How to invite teammates to your Better Analyst team — send invites, manage pending invitations, and set roles.

Invite colleagues to your team so they can access shared data, chats, and tasks. Invites are sent via email and expire after 7 days.

Who Can Invite

  • Owners can invite people as Admin or Member
  • Admins can invite people as Member, but not as Admin
  • On the Team plan, Owners and Admins can also invite Viewers: free, unlimited people who only open the team's dashboards
  • Members cannot send invites

Sending an Invite

  1. Open your team settings
  2. Go to the Invites tab
  3. Enter the person's email address
  4. Choose a role. The Owner can pick Member or Admin. On the Team plan, Owners and Admins can also pick Viewer (free). Admins don't see Admin because only the Owner can invite admins.
  5. Click Send invite

The invitee receives an email with a link to join your team. You can also copy the invite link from the confirmation and send it yourself; it only works for the invited email.

Accepting an Invite

When someone receives an invite:

  • Existing users — Click the link, sign in, and they're added to the team immediately
  • New users — Click the link, create a Better Analyst account, and they're added to the team after signing up

The invite email must match the recipient's Better Analyst account email. If they use a different email to sign up or sign in, the invite won't link to their account.

Invitees with an Existing Individual Subscription

Viewers keep their own plan: accepting a Viewer invite doesn't change their subscription.

If a Member invitee currently has an active individual subscription, it will be automatically cancelled when they accept the team invite. They receive a prorated refund for the unused portion of their billing period. Once on the team, their account uses the team's plan — there's no need to maintain a separate subscription.

Invite Expiry

Invites expire after 7 days. If an invite expires, you'll need to send a new one. There's no limit to how many times you can re-invite someone.

Managing Pending Invites

View and manage outstanding invites under Pending invites in the Invites tab of team settings:

  • View pending invites — See who hasn't accepted yet and when the invite was sent
  • Cancel an invite — Remove a pending invite before it's accepted. Admins can cancel Member and Viewer invites; only the Owner can cancel an Admin invite.

If a teammate says they didn't receive the invite, ask them to check their spam folder. You can also cancel and resend the invite.

Billing Impact

On the Team plan, the price includes 5 people. Owners, Admins, and Members count as people; Viewers never do.

  • Up to 5 people: invites don't change your price.
  • Extra people: when a 6th person (or anyone after that) accepts a Member or Admin invite, your subscription adds $15/month for them ($12/month on annual billing), prorated for the rest of the billing period.
  • Viewers: free and unlimited. Viewer invites never change your price.
  • More than 50 people: a team can have up to 50 people. Inviting or adding a 51st is refused with a message that points to Enterprise, which covers larger teams. Viewer invites are never blocked.

If your team is on a grandfathered per-seat plan (Max or Business), each accepted Member or Admin invite adds a seat, and Viewer invites don't. See Team Billing for pricing details.

Next Steps