Team Invitations
The invitation management panel for onboarding new team members. Send email invitations with role pre-assignment, track invitation statuses (Pending, Accepted, Expired), resend or revoke invites, and manage the team growth pipeline.
Scale Your Team with Controlled Invitations
Growing your team requires more than just creating accounts. The Invitations panel provides a structured onboarding pipeline: send branded email invitations with pre-assigned roles, track who has accepted, follow up on pending invites, and revoke access for invitations that should no longer be valid.
✉️ Send Invitations
Enter the new team member's email address and pre-select their role (Admin, Manager, Support Agent, etc.). The system sends a branded invitation email with a secure registration link. Multiple invitations can be sent simultaneously for batch team onboarding.
📊 Invitation Status Tracking
Monitor all sent invitations in a data grid showing: invitee email, assigned role, sent date, status (Pending, Accepted, Expired), and the inviter's name. Quickly identify stale invitations that need follow-up.
🔄 Resend & Revoke
Resend reminder emails for pending invitations with one click. Revoke invitations that should no longer be valid — the registration link is immediately invalidated. Expired invitations can be refreshed with a new expiration window.
Invitation Status Reference
| Status | Description | Actions Available |
|---|---|---|
| Pending | Invitation sent, awaiting registration | Resend, Revoke |
| Accepted | Invitee completed registration | View user profile |
| Expired | Registration link expired (default 7 days) | Resend (generates new link) |
Use Case: Quarterly Team Expansion
HR hires 8 new customer support agents. The Team Lead opens Invitations, enters all 8 email addresses with the "Support Agent" role pre-selected, and clicks "Send All." Within hours, 6 accept and appear in the Users list. Two remain pending — the Lead clicks "Resend" for a follow-up email. By end of week, all 8 are operational with the correct permissions, having been guided through the Onboarding Wizard automatically.
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