For the complete documentation index, see llms.txt. This page is also available as Markdown.

โœ‰๏ธInvitations

Follow up on people who were invited to a workspace but have not accepted yet: read the Invitations tab, resend an invitation, know what accepting actually means, and retract one you no longer want.

When you add someone to a workspace, they do not appear as a full member straight away. They sit on the Invitations tab until they sign in for the first time. This page is how you keep an eye on that waiting list.


Open the Invitations tab

Step 1: Open Account settings, stay on Workspaces, click Manage on the workspace, then click the Invitations tab next to Members.

A workspace page on the Invitations tab, showing the subtitle People invited by email who have not accepted yet and the empty state No pending invitations
Invitations holds everyone invited by email who has not accepted yet. When nobody is waiting you see No pending invitations.

When someone is waiting, a small count appears on the tab itself and the list becomes a table:

Column
What it shows

Email

The address the invitation was sent to.

Status

Always Pending on this tab.

Sent

The date the invitation went out.

Expires

The date it stops working. After that, invite them again.

(last column)

Resend, when that invitation can be sent again.

Only owners and admins can open this tab. A plain member sees Only admins and owners of this workspace can manage its members. instead.


How an invitation starts

Step 2: Invitations are created on the Members tab. Click Add member, type the email, pick Member or Admin and click Add member.

The Add a member dialog with an email filled in and the Add member button highlighted
Adding a member is what sends the invitation. Until they accept, they live on the Invitations tab.

The invitation email comes from Dapta, not from your form. It invites them to your Dapta account, which is what gives them access to this workspace in Forms.


Resend an invitation

Step 3: If the email never arrived or got buried, click Resend on that row. You get Invitation sent again. If something goes wrong you get Could not resend the invitation., so wait a moment and try once more.

Before resending, ask them to check their spam folder and confirm the address on the row is the one they actually use to sign in. A typo is the most common reason an invitation never lands.


What accepting means

There is no accept button in an email that magically finishes the job. Accepting is simply the invited person opening the workspace:

  1. They go to forms.dapta.ai and sign in with their Dapta account, using the invited address.

  2. The workspace shows up in their workspace list with an Invited badge and an Open button.

  3. They click Open. That is the moment they join.

From then on they appear on the Members tab with the status Active, and their row disappears from Invitations.

๐Ÿ’ก Tip: They keep the role you picked when you added them, so you do not have to set it again after they accept.


Retract an invitation

Changed your mind, or sent it to the wrong address? Go back to the Members tab, find their row (its status reads Invited), open the three dots menu and choose Remove member. Confirm with Remove this member? They will lose access to this workspace.

The row leaves both tabs and the invitation stops working. Any admin can retract a pending invitation, while removing someone who has already accepted is reserved for the owner.


What's next

  • Members & roles: the roles you can give, and the row actions.

  • Workspaces: switching workspaces, Open vs Manage, the Workspace ID.

Last updated