Overview
An Invite is used to add people to your organization through a Global role. Once someone accepts an Invite, they become a member and are then managed in Members.Why use Invites
Invites help you add the right people to your organization in a controlled way. They make it easier to assign access before someone joins, track invite progress, and manage recipients individually.Key rules
- Existing role required. The role must already exist before you can create the Invite.
- Role hierarchy. You can only invite into a role below your own role level.
- Account Owner exception. Account Owners can invite other Account Owners.
- Permission required. You can only create Invites if your role includes the Invite members permission.
- Recipient-based tracking. Each recipient has their own status and unique invite link. Links cannot be shared between people.
- Email-bound. Only the person whose email address matches the invitation can accept or reject it.
- Mutual exclusion. If a recipient accepts an Invite, any other pending invitations for that same person are automatically cancelled.
Invite statuses
- Pending (yellow). Sent but not responded to.
- Accepted (green). The recipient accepted the invitation and joined the organization.
- Rejected (red). The recipient declined the invitation.
- Cancelled (gray). Cancelled by the system because the Invite expired, was deleted, or the person accepted a different invitation.
Reminder emails
The initial invite email is sent when the Invite is created. Reminder emails are sent automatically if a recipient has not responded. Reminder emails stop when the recipient accepts, rejects, is cancelled, the Invite expires, or the Invite is deleted.Invite lifecycle
- Accepted. The recipient becomes a member and is managed in Members from then on. If that person had other pending invitations, those invitations are automatically cancelled.
- Rejected. The recipient does not join. No more reminder emails are sent. A rejected invitation cannot be accepted later, so a new Invite would need to be sent.
- Expired. All pending recipients are automatically cancelled. No more reminder emails are sent, and the Invite can no longer be used to join the organization.
- Deleted. All pending recipients are cancelled, and the Invite links no longer work.
How to create an Invite
How to edit an Invite
How to add recipients to an Invite
Recipients are tracked individually inside the same Invite. Each recipient receives their own unique invite link.