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Organisations and people

Invite people to your organisation

Owners and admins invite people by email or with a shareable link, choose their role, and can scope the invitation to one project.

Owners and admins can invite people. Open your organisations, pick one, then open Invitations and select Invite member. Invitations is also in the sidebar, under Organisation, and the organisation's Overview page has an Invite people button below its members.

Editors and viewers do not see Invitations. Ask an owner or admin to invite the person.

Create an invitation

  1. Choose a Type:
    • Email invitation: for one person. Only someone signed in with that email address can accept it.
    • Shareable link: anyone with the link can join. Set Max uses to cap how many people can join with it, or leave it empty for no limit.
  2. Choose a Role. You can offer your own role or one below it, never higher.
  3. Optionally choose a Scope: Organisation-wide, or one project. With a project, the role applies to that project only, and the person joins the organisation as a guest who sees just that project. See Roles and permissions.
  4. Choose how long it stays Valid for. It is 7 days unless you change it, and at most 30.
  5. Select Create invitation.

The invitation link is shown once. It is not stored and cannot be looked up again, so copy it and send it yourself. If you lose it, create a new invitation.

Accepting

The person opens the link, which starts with /invite/. They see the organisation, who invited them, the role, and the project if there is one. If they are signed in they select Accept invitation; otherwise Sign in to accept. They then land in the organisation.

A link stops working when it expires, is revoked, has no uses left, or (for an email invitation) was sent to a different address. The page says which. Ask an admin for a new one.

A link also stops working if the person who made it no longer has the right to invite at that role.

Revoking

Invitations are listed with their state: Pending, Accepted, Revoked or Expired. Select Revoke on a pending one and nobody can use it any more.

Personal invite links are different

Your personal link at /join/<your-handle>, from Profile settings, brings friends to Deftro. It does not add anyone to an organisation.

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