Invite your team
Role-based invitations into a Business.
Last updated 2026-09-01
What it is
Invitations add people to a Business. Each invite targets an email, assigns a role, and includes a short message. Invitees with an Application account can accept or decline from their user invitation list.
Who can access
Sending, resending, canceling, and listing Business invitations requires Business membership with invitation permissions. Accepting or declining is done by the invited user on their own account.
How to
Send an invitation
- Open Team / Invitations in the active Business
- Choose a role that already exists for the Business
- Enter the invitee email and a message (required)
- Send; resend or cancel if the invite is still pending
Accept as invitee
- Create or sign in to an account that matches the invited email
- Open your user invitations, review the Business and role
- Accept to join, or decline / delete the user-side invitation
Constraints
- role_id is required — create roles before inviting if needed
- Invitation message is required (2–500 characters)
- Invitees must authenticate as a user before accept/decline
- Realtime invitation events may appear in-app via Socket.IO; there is no public tenant webhook catalog for invites