Invitations
Open in CMSInvite new people by email or WhatsApp and track the invitations you sent. Pending Invitations is the section below the user list on the Users page.
Open the Organizations pagePending Invitations
| Count | Chip next to the heading showing how many invitations are listed. |
| Invite User | Owner/Admin. The button in the Users page header opens the Invite User dialog. The Pending Invitations section has no invite button of its own. |
| Search invited email or number | Finds an invitation by email address or phone number. Shown once there is at least one invitation. |
| Load more | Loads older invitations. |
Invitation Card
| Recipient | The email address or WhatsApp number the invitation went to. When both were given, the number is shown underneath. |
| Invited by | Who sent the invitation. |
| Status | Pending, Accepted, Rejected, Revoked, or Expired. |
| Preset roles and agents | Chips for the roles the person will get, and how many agents they are pre-assigned to. |
| Expires | The date the invitation stops working. |
| Revoke | Owner/Admin, on a Pending invitation. Cancels it so the link no longer works. |
| Resend | Owner/Admin, on a Pending or Expired invitation. Sends it again. Appears 10 minutes after the last send. |
Invite User Dialog
| Email Address | Where to send the invitation by email. Must be a valid address when filled in. |
| WhatsApp Number | Country code and number to send the invitation by WhatsApp. Fill in an email address, a WhatsApp number, or both; the invitation goes out on whichever you give. |
| Roles | Optional. Leave every role unticked to invite a plain organization user. Collective organizations offer Admin and Builder; Individual organizations offer Builder. Owner is never offered here: it is granted by editing an existing user's roles. |
| Agent Access (optional) | Add agent picks agents to give the person access to. For each agent you can pick Permissions when that agent defines any, or remove it with the trash icon. |
| Send Invitation | Creates and sends the invitation. If it was created but could not be delivered, a warning appears above the list and you can use Resend. |
Recipient Flow
| Accept | Joins the organization with the preset roles and agents. With no preset roles, they join as a regular user and the preset agents still apply. |
| Reject | Declines the invitation. |
Related guide: Users & Invitations