Invite People

Purpose

This page onboards new users by sending invitations with controlled initial access.

Prerequisites

• Invitee email details must be correct.
• Target role/access level should be decided before sending.
• Inviter must have permission to add users.

Main Actions

• Create and send user invitations.
• Set initial role or permission scope.
• Track invitation status.
• Resend or revoke invitations when required.

Field/Status Reference

• Invitee Email: Destination for the invitation.
• Role on Invite: Access level applied on acceptance.
• Invitation Status: Pending, accepted, expired, or revoked.
• Sent At: Timestamp the invite was issued.
• Invited By: User who initiated the invite.

Workflow

1. Enter invitee details.
2. Choose initial role/access.
3. Send the invitation.
4. Monitor invitation status.
5. Adjust or revoke if details/access were incorrect.

Connections

• Accepted invites create entries in Team Members.
• Role selected at invite time impacts access across operational modules.
• Pending/expired invite handling supports account hygiene and security.

Common Mistakes

• Inviting with the wrong role.
• Sending duplicate invites to the same person.
• Leaving stale pending invites unreviewed.

Troubleshooting

• If invite is not received, confirm email spelling and spam filtering.
• If invite cannot be sent, verify permissions and required fields.
• If a user appears twice, reconcile duplicates before assigning work.

Quick Tips

• Start new users with minimal access, then expand if needed.
• Review pending invites weekly.
• Revoke incorrect invites immediately and resend with corrected settings.