Roles
Klipy has two roles:
Every workspace must have at least one Admin.
How to invite a teammate
1
Go to Settings → Members
Click your avatar or initials in the top-right corner and select Settings, then Members.
2
Click Invite member
Enter your teammate’s email address and select their role (Admin or Member).
3
Send the invitation
Click Send invitation. Your teammate will receive an email with a link to create their account and join the workspace.
What happens when a teammate joins
When a teammate accepts an invitation and creates their account, they:- Connect their own email and calendar (each person’s email is theirs alone — it’s not shared)
- Configure their own language and channel preferences
- Get access to the shared contact database and workspace meetings
Managing existing team members
From Settings → Members you can:- Change a member’s role — promote a Member to Admin or demote an Admin to Member
- Remove a member — revoke their access to the workspace
- Resend or revoke invitations — if a teammate hasn’t accepted yet, their invitation appears as pending with an option to resend or cancel
Removing a member does not delete their data. Contacts, meetings, and notes they contributed remain in the workspace.
Reinviting a teammate whose invitation expired
Magic link invitations expire after 10 minutes. If a teammate’s invitation link has expired, their invitation will show as Expired in the Members list.1
Go to Settings → Members
Open Settings, then Members.
2
Find the expired invitation
The teammate will appear with an Expired status badge.
3
Revoke and re-invite
Click to revoke the expired invitation, then click Invite Member to send a fresh invitation to the same email address.
Magic link login
What to do when a magic link expires.
Plans and limits
How team member seats affect your plan.