Invite Members to an Organization
To access the the Members tab:
Log in to the Admin Dashboard with an account with Admin permissions
Click Organization Settings on the bottom left of the sidebar
Select the Members tab
Invite by Email
To invite an Member to an organization via email:
Navigate to Organization Settings > Members
Click the Invite By Email button on the right side of the Organization Members table
Enter the email of the invitee
Choose their access level (View-only, Staff, or Admin)
Accept an Email Invite
To accept an email invite to join an organization as a member:
Locate the email in your email inbox
Click the View Organization button or copy and paste the link into your browser
You'll be prompted to log in to the account associated with email that received the invite OR
If you are already logged in, the Admin Dashboard view of the store will open
Resend an Email Invite
To resend an email invite:
Navigate to Organization Settings > Members
Click the Resend Email button on the right side of the Organization Members table
Click OK to resend the invite email
Delete a Member Invite
To revoke or delete a member invite:
Navigate to Organization Settings > Members
Click the garbage bin icon on the right side of the Organization Members table
Click OK to confirm the deletion
If they have not accepted the invite, they will not be able to use the invite link in the email that was sent after the invite has been deleted. To re-invite them, the Admin will need to use the Invite by Email process again or generate an invite link to use instead.
Invite by Link
To invite a member to an organization using an invite link:
Navigate to Organization Settings > Members
Click the Invite By Link button on the right
If there are existing invite links:
The Invite Links tab will open
Click Copy Link
Share the invite link directly with the member
If there are no existing invite links:
The New Invite Link tab will open
Choose the level of access (View-only, Staff, or Admin)
Choose how many days until the link expires
Choose the maximum number of uses or leave the field empty to allow unlimited uses
Click Create Link
Share the invite link directly with the person you want to invite
Accept an Invite Link
To use a link to accept an invite to join an organization as a member:
Once you have received the link, paste the link in your browser
If you are logged in to a Carde.io account on the Admin Dashboard, the dashboard will open with the store view
If you are not logged in, the log in page will prompt you to log in or create an account to respond to the organization invite:
Once you have logged in, fill out the First Name and Last Name fields then click Decline to decline the invitation or Accept to accept the invitation:
Troubleshooting Tips
Not Receiving the Invite Email
Check your spam or junk email folder to ensure the invite email wasn’t incorrectly filtered.
Add the sender email - [email protected] - to your contacts, wait about ten minutes, then request the store admin resend the invite to ensure it's not being blocked by your email provider.
Make sure the store admin is entering the correct email address associated with your account.
If you are prompted to create a new store when opening the link from the email, paste the link into the browser again.
If those steps don't work, the store admin should delete the existing pending invite for the recipient’s email and generate a fresh invitation link via the New Invite Link tab instead.
Event Link Issues
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.
If you are prompted to create a new store when using an invite link, paste the link into the browser again.
If that does not work, request that the store admin generate a new link and be sure to log in before pasting the link into the browser.
Request Access
If a store admin or tournament organizer sends someone an admin link to an event without first inviting them as a member to their organization, they will be prompted to request access.
To request access to an event:
Log in to an existing Carde.io account, or create a new account, on the Admin Dashboard
Visit the link provided by the store admin or tournament organizer (i.e. https://admin.carde.io/admin/events/0000)
In the Request Access field, add a note (optional)
Click Request Access
Wait for the store admin to grant you access
When the store admin grants you access, refresh the page and you'll be able to view the event.
Accept an Access Request
To accept an access request:
Navigate to Organization Settings > Members
Click on the Requests tab (there will be a notification indicating a new request)
Review the following request information:
User name
User email
Requested event
Note
Requested at
Role
Choose their role (View-only, Staff, or Admin)
Accept or Reject the request
After the request has been granted, that user will retain that level of access for the entire organization, not just for that specific event.
Managing Members
Delete a Member
To remove a member from an organization:
Navigate to Organization Settings > Members
Click the garbage bin icon on the right side of the Organization Members table
Click OK to confirm the deletion
Change a Member's Role
To change a member's role for an organization:
Navigate to Organization Settings > Members
Click on the Details button
Select the Member Role from the drop-down
Click Save Changes
Members can change their own role to a role with lower access, but cannot change their role to one with higher access. For example, an Admin can change their role to Staff/Editor or Viewer, but a Viewer cannot change their role to Staff/Editor or Admin.