- Administration
- User management
- Manage invite links
Manage invite links
Learn how to create, edit, and deactivate invite links via the web app to simplify your team's signup process, allowing multiple team members to join your organization at once.What are invite links?
Invite links allow organizations to onboard members at scale by automatically assigning users to specific groups, sites, and permissions sets. These unique links include customizable expiration dates and usage limits, ensuring admins maintain security and control without the need for manual setup. By streamlining the invitation process, teams can gain platform access quickly while ensuring they always have the right permissions from day one.
For example, you might set up a link for your inspection team that automatically adds them as a member of a site, and another for contractors that expires after a week. This makes it easy to get everyone onto the platform correctly from the start, reducing onboarding friction and improving user management across your organization.
If you’ve set an expiration date for an invite link, remember to renew it when required.
If you are sharing an invite link's QR code and a password has been set, you would need to share the password with your team members internally.
Create an invite link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page, then click 
Create.Enter the invite name and choose a seat type.
Configure the invite link accordingly.
Link password: Turn the setting on to set a password for users to enter before they can access the invite link.
Expiration: Turning the setting on to set a date as to when the invite link will expire.
Invite limit: Turn the setting on to set the number of users that can access the invite link to join the organization.
Permission set: The permission set you want to assign a user.
Groups: The groups you want to add a user to.
Sites: The sites or levels you want to add a user to.
Click Create.
Click an invite link to view the users who have joined your organization through that specific link.
Edit an invite link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click the invite link.
Click Settings on the upper-right of the side panel.
Click Edit in the "Details" section.
Edit the fields accordingly.
Click Save.
Deactivate an invite link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
on the invite link’s right-hand side and select 
Deactivate.
In the pop-up window, click on Deactivate.
Delete an invite link
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Click
on the invite link’s right-hand side and select 
Delete.
In the pop-up window, click on Delete.
Bulk edit invite links
Click your organization name on the lower-left corner of the page and select Users.
Click
Manage invites on the upper-right corner of the page.Check the boxes on the left-hand side of the invite links you want to edit.
At the bottom of the page, click Edit and update one of the following options for the users:
Renew: Select a new expiration date for the invite links and click Renew.- Deactivate: Click Deactivate to deactivate the links.
Reactivate: Click Reactivate to reactivate the links.
Update invite limit: Enter the number of users that can access the invite link to join the organization and click Update.- Delete: Click Delete to delete the links.
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