In the current client workspace, the person you invite for project and payment work is called a talent. The Talents page shows who has been invited, who is active, and which record you can open for more detail. This flow is separate from creating a beneficiary for a Payment Run.
Invite a talent
- Open Team, then Talents. If Gruv asks you to choose a team, select the team that should own the invitation and later payment work.
- Choose Invite. Enter the talent's email address. A full name is available as an optional field and makes the record easier to find.
- If you enable agreement creation, select the template, add a title, and acknowledge that the generated agreement is non-binding before sending the invite.
- Choose Send invite. The page confirms the invitation and refreshes the talent list.
Read the talent status before paying
An invitation alone does not make a talent ready for a payment request. The Create payment page disables records that are not payable and can show states such as invite pending, setup required, beneficiary required, beneficiary not ready, or readiness unavailable. Open the talent record or wait for the underlying setup to change rather than creating a duplicate invitation.
Know which record you need
- Use Team > Talents for a person who will be connected to projects, time, agreements, or a client payment request.
- Use Finance > Beneficiaries for the destination record referenced by a Payment Runs CSV.
- Do not assume a talent invitation creates a Payment Runs beneficiary, or that a beneficiary creates a talent relationship.
If an invitation cannot be sent, confirm the active team, the email format, and whether invitations are available for the current account. Share the talent email, workspace, and visible error with support, but do not include agreement secrets or bank details.