Step 1: Open Organization Settings
From Dashboard 2.0 menu, click Organization Settings.
Step 2: Go to Members
In Organization Settings, select the Members tab.
Step 3: Invite by Email
Click Invite By Email on the right side.
Step 4: Add Member Info
Enter the email of the person you want to invite.
Choose their access level: View-only, Staff, or Admin.
Step 5: Add Members via Link
Click Invite By Link on the right.
If the link is not functioning as expected, generate a new one by deleting the current invite link under the "New Invite Link" section and creating a fresh invite link.
Step 6: Manage Invite Links
Manage and create reusable links for your organization.
Invite Links: Reuse existing links.
New Invite Link: Generate a new link to send to a member.
Delete any pending invites associated with the member before creating a new invite link to avoid potential errors.
Regularly review and update invite links to ensure they remain functional.
Step 7: Configure New Invite Link Options
Access Level: View-Only, Staff, Admin.
Expiration: Days until link expires.
Max Uses (optional): Leave empty for unlimited.
Set expiration dates carefully to ensure invite links do not expire prematurely, potentially causing invite errors.
Step 8: Create and Share Link
Click Create Link and share it with your members.
Troubleshooting Common Invite Issues
If the invite link fails, ensure you are using the updated invite URL.
Regenerate a new invite link if errors persist.
Always verify that the link redirects to the correct domain (admin.carde.io).
If invitees encounter issues, verify the link's validity and regenerate if necessary.