Team Invitations

<div class="features-wrapper"> <h2>Scale Your Team with Controlled Invitations</h2> <p>Growing your team requires more than just creating accounts. The <strong>Invitations</strong> 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.</p> <div class="feature-grid"> <div class="feature-card"> <h3>✉️ Send Invitations</h3> <p>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.</p> </div>

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  <h3>📊 Invitation Status Tracking</h3>
  <p>Monitor all sent invitations in a data grid showing: invitee email, assigned role, sent date, status (<strong>Pending</strong>, <strong>Accepted</strong>, <strong>Expired</strong>), and the inviter's name. Quickly identify stale invitations that need follow-up.</p>
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  <h3>🔄 Resend & Revoke</h3>
  <p><strong>Resend</strong> reminder emails for pending invitations with one click. <strong>Revoke</strong> invitations that should no longer be valid — the registration link is immediately invalidated. Expired invitations can be refreshed with a new expiration window.</p>
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</div> <h2>Invitation Status Reference</h2> <table> <thead> <tr><th>Status</th><th>Description</th><th>Actions Available</th></tr> </thead> <tbody> <tr><td><strong>Pending</strong></td><td>Invitation sent, awaiting registration</td><td>Resend, Revoke</td></tr> <tr><td><strong>Accepted</strong></td><td>Invitee completed registration</td><td>View user profile</td></tr> <tr><td><strong>Expired</strong></td><td>Registration link expired (default 7 days)</td><td>Resend (generates new link)</td></tr> </tbody> </table> <div class="usecase-example"> <h3>Use Case: Quarterly Team Expansion</h3> <p>HR hires 8 new customer support agents. The Team Lead opens <strong>Invitations</strong>, 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.</p> </div> </div>