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Members & Roles

Inviting Your Team

How invites work, what each invitee sees, and how to revoke.

Updated 2026-05-17

Send invites from Settings → Members → Invite. Each invite is a single-use email link; the invitee creates their account during acceptance and lands in your org automatically.

What the invitee sees

After accepting, the invitee runs through a short personal-setup flow — role (CFO, CHRO, CRO, etc.), intelligence interests, disposition (optimist, pessimist, balanced). This data tunes the Numen personalization row across every module so each person sees a tailored read.

Revoking

Pending invites can be revoked from Settings → Members until accepted. After acceptance, the user becomes a member; remove them via the same screen.

A note on role at invite time

You pick the invitee's role when sending the invite. The role can be changed after they accept.

Still stuck?

Email support@palanor.com or check the status page.