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Create invite links

Learn what invite links are and how to create them via the web app.

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.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click Link iconManage invites on the upper-right corner of the page, then click Plus iconCreate.

  4. Enter the invite name and choose a seat type.

  5. 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.

  6. Click Create.

You can manage your invite links by editing, deactivating, or deleting them as needed.

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