Invite Members to an Organization
Log in to the 2.0 Dashboard with an account with Admin permissions
Click Organization Settings on the bottom right of the sidebar
Select the Members tab
Invite by Email
Click Invite By Email on the right side
Enter the email of the person you want to invite
Choose their access level: View-only, Staff, or Admin
Invite 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
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.
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.
Understanding Pending Invites
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.
If invite links cause users to create new accounts instead of joining your organization, deactivate the current invite link and generate a new one. Ensure the link is correctly communicated to the recipient to prevent confusion.
Steps for resending invitations effectively:
Navigate to the Members section in your organization settings.
Locate the email address of the user with the 'Pending' status.
Use the option to resend the invitation, ensuring they receive it in their inbox.
Addressing technical issues or email delivery problems:
Delete the existing pending invite for the recipient’s email and generate a fresh invitation link via the New Invite Link tab.
Ensure direct sharing of the new invitation link with the recipient to bypass email issues.