Add people before they join
Add someone without an invitation email, so you can make them a goal owner before they sign in.
Last updated Nov 10, 2026
admin only
Provision Mode adds a person with no email. You can set up their goals, then invite them when you're ready.
Who can do this: roles with Manage members, Owners and Admins by default. See Roles & permissions.
Provision a member #
- Open Settings. Under Workspace, click Members, then Invite member.
- Enter their work email, role and, optionally, a team.
- Switch the mode to Provision Mode.
- Click Add Member.
Success check
You see User added successfully. The person shows as Not invited yet under the Pending invitation tab.After you add people #
- You can pick them as a goal owner straight away. They show as pending in the owner list. See Invite someone as the owner.
- They become active the first time they sign in.
- To email them, open the row's ⋯ menu and choose Send invitation.
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