# Article Name 3 Ways to Invite Users to Your SendGrid Account # Article Summary Discover three methods to invite users to your SendGrid account, keeping access organized and efficient for teams of any size # Original HTML URL on Toriihq.com https://www.toriihq.com/articles/how-to-invite-user-sendgrid # Details Bringing new people into your SendGrid account shouldn’t feel like a puzzle. When everyone has the right permissions from the start, projects move faster and mistakes drop. This guide walks you through three simple ways to grant access: sending role-based invites inside the dashboard, sharing a reusable link, or automating invites with the SendGrid API. ## Use SendGrid's UI Here, you’ll use the SendGrid dashboard to invite a teammate to your account. ### Step 1. Open the Teammates page - Sign in to SendGrid. - In the left sidebar, click Settings. - Select Teammates. Your existing users appear. ### Step 2. Start a new invite - Click the Add Teammate button. - A side panel opens with the invite form. ### Step 3. Enter the email address - Type the teammate’s work email in the Email field. - Double-check spelling; SendGrid sends what you enter. ### Step 4. Pick a role Choose what the new user can do: - Administrator: full control - Manager: send email, view reports, no billing - Marketing: access to Marketing Campaigns only - Billing: invoices and payment details - Read-Only: view everything, change nothing Need something more specific? Switch to Custom and toggle individual permissions. ### Step 5. Send the invite - Click Invite Teammate. - The user appears in the list with a Pending badge. ### Step 6. Manage pending invites (optional) - To resend, open the action menu next to the pending user and choose Resend. - To cancel, choose Delete. Once the teammate accepts the email invitation and sets a password, their status changes to Active and they can sign in with the role you assigned. ## Use Torii Instead of handling SendGrid invitations by hand, use Torii [https://www.toriihq.com/], a SaaS management platform, to add users automatically. SMPs provide a central dashboard for every SaaS contract and integration, so it’s easier to manage onboarding, renewals, and costs. Moving the task to Torii puts the process on autopilot. When a chosen trigger fires, such as a new hire, a departure, or a renewal date, Torii sends the invitation with no manual click. These small repetitive tasks pile up quickly, so the automation frees a noticeable chunk of time. To add someone to SendGrid through Torii, follow these steps: ### 1. Sign up for Torii Contact Torii Sales [https://www.toriihq.com/info/request-a-demo], and ask for your free two-week proof-of-concept. ### 2. Connect your SendGrid account to Torii After your Torii environment is active, link your existing SendGrid account to it. Here are the instructions for the SendGrid integration [https://support.toriihq.com/hc/en-us/articles/14481810492571]. ### 3. Create a Torii workflow for SendGrid Inside Torii, build an automated workflow to add a user to SendGrid. Navigate to the Workflows tab, choose your trigger, and define the action that creates the SendGrid invitation. From that point forward, every time the trigger is satisfied, SendGrid updates automatically. ## Use SendGrid's API You’ll send an invitation to a teammate with one POST call to SendGrid’s Teammates endpoint. No dashboard clicks needed. ### 1. Grab an API key that can manage teammates - The key must carry the teammates.write permission (or be full-access). - Keep it handy; you’ll pass it in the Authorization header. ### 2. Build the JSON body Decide who you’re inviting, what they can do, and if they should be an admin. Use that information to populate the JSON body that travels with your POST request to SendGrid's servers. Notes: - email is required. - Use isadmin: true only when the new user needs every permission. - List any fine-grained scopes the user should get. Skip the field if you’re making them an admin. ### 3. Send the invitation The response should return 202 Accepted. That means the email invite is on its way. ### 4. Confirm it worked Check for any pending invitations with a quick GET request: Look for the email you just sent. If it isn’t there, double-check the address and try again. ### 5. Clean up old or wrong invites (optional) If you need to cancel an invite, grab its id from the list above, then: A 204 No Content response means the invite is gone. That’s it. Your teammate joins after they click the link in their email. ## Torii for SaaS Management Looking to raise the bar on how you manage SaaS across the company? We’d love to help. With Torii’s SaaS Management Platform, you can: - Uncover shadow apps: AI-driven discovery scans the entire workspace for unsanctioned software and keeps monitoring around the clock. - Reduce spending: Spot unused licenses and redundant tools, then retire them before they drain your budget. - Automate onboarding and offboarding: Hand off routine user provisioning and deprovisioning to workflows that cut manual effort and errors. - Never miss a renewal: Get advance reminders so every contract is reviewed in time. Torii brings Finance, IT, and Security together with a single, end-to-end view of every SaaS product in use. Find out more at Torii [https://www.toriihq.com].