Sending an Invitation
1
Open the User Hub
Navigate to User Hub from the left sidebar.
2
Click Invite User
Click the Invite User button in the top-right corner of the User Hub. An invitation form will appear.
3
Enter the user's email
Type the email address of the person you want to invite. They will receive a sign-up link at this address.
4
Select a role
Choose either Admin or Member. See Roles & Permissions for what each role can do.
5
Set permissions
Toggle the feature-level permission flags for this user. These control access to specific areas of the platform beyond basic chat.
6
Send the invite
Click Send Invitation. The user will receive an email with a secure link to create their account.
Configurable Permissions on Invite
When inviting a user, you can pre-configure these permission flags:What the Invitee Receives
The invited user gets an email containing:- A personalized welcome message
- A secure sign-up link (valid for 7 days)
- Your organization name so they know who invited them
Managing Pending Invitations
Pending invitations appear in the User Hub table with an Invited status badge. From here you can:- Resend the invitation email if the original expired or was lost
- Revoke the invitation to cancel it before the user signs up
Invitation links expire after 7 days. If a user has not signed up within that window, you will need to resend the invitation.