Invitations

The Invitations page is where you invite people to your organisation and see what became of each invitation. Someone you invite gets a link and a code by email. They join your organisation when they open the link and sign in, even if they already have an account.

To open it, choose Main menu, then Organisation Settings, then select Invitations.

Invite someone

Enter their address in Email.
Enter their First name and Last name, if you know them.
Under Role, choose Member or Admin.
Select Invite.

The invitation appears at the top of the list with its link. If email is on, you see “Invitation emailed. The link, if you want to send it yourself:”. If it’s off, you see “Email is off here: copy this link and send it yourself.” Select Copy Link to copy it.

Someone who already has an account doesn’t appear on the Members page until they accept. If you invite them twice, you see “That person has already been invited. Find their invitation below.”

The link is shown only now. After you leave the page you can’t see it again, but you can issue a new one.

Find an invitation

Type part of a name or email address in Search invites. The list shows only the invitations that match.

Read the list

Each row shows the person’s name and email address, when it was issued and when it expires. Next to them you may see:

Admin or Member: the role they were invited with.
Active: they haven’t used it yet.
Claimed: they accepted it.
Revoked: you stopped it from working.
Expired: it ran out of time.
Locked: it had too many wrong attempts. Issue a new link to replace it.
Blocked: you’ve blocked this person.

Send a new link

Use this when someone lost their link, or their invitation is Expired or Locked.

Find the invitation in the list.
Select New Link.
Select Issue New Link to confirm.

The old link and code stop working straight away, even if you’ve already sent them. The new link appears at the top of the list. Copy it and send it to the person.

A blocked person’s row shows “New link unavailable” instead of the button. Unblock them on the Members page first. See Members.

Revoke an invitation

Find the invitation in the list.
Select Revoke.
Select Revoke again to confirm.

The link and code stop working, and the row shows Revoked. You can issue a replacement with New Link.

Who can do this

Organisation admins can use this page for their own organisation. A Global Admin can use it after opening the organisation with Open as Admin.

If something goes wrong

“Enter an email address.” Email is empty. Type an address, then select Invite.

“That person is already in this organisation.” They’re already a member. Find them on the Members page.

“Only this organisation’s admins can invite people.” You’re not an admin of this organisation. Ask one of its admins to send the invitation.

“That did not send. Please try again.” Something went wrong. Try again. If it keeps happening, contact support.

“Could not copy — select the text and copy it manually.” Your browser wouldn’t copy the link. Select the link on the page and copy it yourself.

The person says their link doesn’t work Check the list. If the row shows Revoked, Expired or Locked, select New Link and send them the new one.