Why this matters
Inviting people to your system allows you to collaborate with family members, business partners, or advisors while maintaining control over their access levels and permissions.
Prerequisites
- You must have Administrator or Owner access to the entity
- The person's email address
- Basic information about the person (name)
Steps
- Navigate to People section
Go to the main menu and click on "People" to access the people management dashboard.
- Click "Invite Person" button
In the top-right corner of the People dashboard, click the "Invite Person" button with the person-plus icon.
- Fill in invitation details
In the modal that opens, provide:
- Email address: The person's email where the invitation will be sent
- Name: First name or full name of the person
- Review invitation details
The system will show a confirmation message explaining that:
- An invitation will be sent to the person
- Once they create an account, they can allow you to edit their profile and manage their accounts
- Confirm the invitation
Click "Send Invitation" to proceed. The system may show a confirmation dialog if an invitation was recently sent to this email address.
- Handle confirmation dialog (if shown)
If the system detects a recent invitation (within 7 days), you'll see a confirmation dialog asking if you want to send the invitation again. Click "Send Anyway" to proceed.
- Verify invitation sent
You'll see a success notification confirming the invitation was sent to the specified email address.
Expected Results
- The person receives an email invitation to join the system
- They can create an account and accept your invitation
- Once accepted, you can manage their profile and access levels
- The person appears in your People dashboard once they've joined
Example
Example Invitation:
Email: john.smith@email.com
Name: John Smith
This will send an invitation to John Smith. Once he creates an account, he can allow you to edit his profile and manage his accounts.
Troubleshooting
- Invitation not received: Check spam folder, verify email address is correct
- Person already has account: They can log in and accept your invitation from their dashboard
- Invitation expired: Send a new invitation if the previous one has expired
What Can Go Wrong
| Symptom |
Likely Cause |
Fix |
| Invitation button not visible |
Insufficient permissions |
Contact system administrator for proper access |
| Email validation error |
Invalid email format |
Check email address format and try again |
| Person can't accept invitation |
Account creation issues |
Have them contact support or try creating account manually |
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