Guide

Add Member to Organization

Overview

Corgi Insurance is a full-stack AI insurance platform built for startups, offering modular coverage that scales with your business. Managing team access is essential as your organization grows — you may need to add co-founders, employees, accountants, or insurance brokers to your account so they can view policies, manage claims, update coverage modules, and handle billing. This workflow walks you through the invitation process, which generates a secure invite link that the recipient can use to join your organization.

Before you begin

  • You must be logged into app.corgi.insure with an account that has administrative or owner-level permissions in your organization.
  • You must have the email address of the person you want to add to your organization.
  • The person you are inviting should have a valid email account they can access to receive and accept the invitation.

Step by step

1
ClickOrganization

Click the Organization link in the top navigation to access your organization's settings and member management area.

Tip. The Organization link is typically in the main navigation menu. If you do not see it, ensure you are logged in to the correct account with appropriate permissions.
Step 1
2
ClickCreate Invite

Click the Create Invite button to initiate the process of adding a new member to your organization.

Tip. This button is usually located near the Members list or at the top of the Organization page. It may also be labeled as 'Add Member' or 'Send Invite' in some versions.
Step 2
3
TypeEmail

Type the email address of the person you want to add into the Email field.

Tip. Double-check the email address for accuracy, including the domain name (e.g., @gmail.com, @company.com). Typos will prevent the invitee from receiving the invitation.
4
ClickHelp Account ORGANIZATION Browzer Labs, Inc. Coverage Certificates Claims Documents Billing Quotes Organization Help Rahul Arulkumaran Organization Create Organization Join Organization Browzer Labs, Inc. 1 member Members Rahul Arulkumaran You rahul@

Review the organization details displayed on the page (Organization name, current member count, and existing members) to confirm you are inviting someone to the correct organization.

Tip. This step acts as a confirmation checkpoint. Take a moment to ensure the organization name matches your intended target, especially if you manage multiple organizations.
Step 4
5
ClickCreate

Click the Create button to send the invitation to the email address you entered.

Tip. After clicking Create, you should see a success confirmation or the new invite listed in the Members section. If nothing appears to change, refresh the page to see the updated member list.
Warning. Once the invitation is sent, it cannot be unsent, but the invited member can decline or ignore it. If you invite the wrong email address, you may need to delete or cancel that invite through the Organization settings.
Step 5

Confirm it worked

  1. 1After clicking Create, you should see a confirmation message or a new row in the Members list showing the invited email address with a pending status.
  2. 2The invited member's email should appear in the Organization > Members section, typically marked as 'Pending' or 'Invited' until they accept.
  3. 3If available, check for a confirmation toast or modal indicating 'Invite created successfully' or similar.
  4. 4The Members count for your organization should increment or reflect the pending invite.

Common issues

Keep reading

Add Member to Organization | Browzer