Documentation Index
Fetch the complete documentation index at: https://docs.preflightapp.ai/llms.txt
Use this file to discover all available pages before exploring further.
Invitations are the front door to your workspace. Clear roles and timely follow-up prevent “I never got access” threads during launches. Treat pending invites like inventory—review them weekly until cleared.
Send invites
From Settings → Members, enter email addresses and pick a default role. Invites expire after fourteen days unless resent.
Bulk import
If your product supports CSV import, validate columns against HR data first—typos in email addresses generate unnecessary support tickets.
Messaging
Tell people to expect an invite from a specific sender name so corporate filters do not hide it. Link to your internal wiki for “why we adopted this tool.”
Roles at invite time
You can assign Member, Admin, or custom roles if your plan supports them. You can change roles after someone joins.
Principle of least privilege
Default to Member unless someone truly needs billing or security settings. Elevate admins in pairs so coverage exists during PTO.
Revoking invites
Pending invites can be revoked individually. Revocation does not notify the recipient beyond the link no longer working.
Audit trail
Keep a note if you revoke because someone left the company—helps during access reviews and prevents accidental re-invite from stale spreadsheets.
