Files

3.0 KiB

id, title, feature, priority, type, status, tags, commit
id title feature priority type status tags commit
TC-TEAM-001 Invite and onboard new team member Team Management high functional draft
team
invitation
onboarding
roles
happy-path
abc1234

Invite and onboard new team member

Objective

Verify that a workspace admin can invite a new team member by email, the invitee receives an invitation, and upon accepting they gain access to the workspace with the assigned role and permissions.

Preconditions

  • Workspace exists with at least 1 admin user
  • Admin user is logged into the workspace Settings area
  • Invitation email service is configured in test mode
  • Target email address ("newmember@example.com") is not already a workspace member
  • Workspace is not at member limit

Steps

# Action Expected Result
1 Navigate to Settings > Team Members page Team members list displays with current members and their roles
2 Click "Invite Member" button Invitation form appears with email field and role dropdown
3 Enter "newmember@example.com" in email field Email field validates format, no error shown
4 Select "Editor" from role dropdown Role selection highlights "Editor" with permission summary tooltip
5 Click "Send Invitation" Success toast: "Invitation sent to newmember@example.com". Member appears in list with status "Invited"
6 Open invitee's email inbox Invitation email received with workspace name and "Accept Invitation" button
7 Click "Accept Invitation" link in email Browser opens account creation page (or login page if account exists)
8 Complete account creation with name and password Account created, redirects to workspace dashboard
9 Verify workspace dashboard access Dashboard loads with workspace content visible, "Editor" badge in profile menu
10 Return to admin's Team Members page New member shows status "Active" with role "Editor"

Postconditions

  • Invitation record created with status "accepted" and acceptance timestamp
  • New user account linked to workspace with "Editor" role
  • Invitation email marked as used — re-clicking link shows "Already accepted" message
  • Audit log entry created with action "team.member_invited" (admin) and "team.invitation_accepted" (invitee)
  • Workspace member count incremented by 1
  • Welcome notification sent to new member (in-app)

Edge Cases

  • Invite email already associated with an existing account — verify login flow instead of signup
  • Invite with "Admin" role — verify admin permissions granted after acceptance
  • Re-invite after previous invitation expired — verify new invitation supersedes old
  • Invite when workspace is at member limit — verify error message shown before sending
  • Invited user closes browser mid-signup and returns via link later — verify flow resumes

Notes

  • Related TCs: TC-TEAM-002 (change member role), TC-TEAM-003 (deactivate member)
  • Dependencies: Email delivery service in test mode, invitation token service
  • Known issues: Invitation emails may take up to 1 minute in test environments