An invite is a single-use link tied to one role, good for seven days. It is built on your own address, so it brings the person to your company. When they sign up with the address it was sent to, their role is already set — the office lands on the dashboard, a crew member on the field app. A mistyped email is refused before anything is sent, and the person is on your roster, editable, from the minute you press the button.
Also called: add a user · invite crew · send an invite · invite link · onboard an employee
Text the invite, because your framers do not have work email
Try itSend it by SMS, by email, by both, or take the link and hand it over. An email-only invitation excludes exactly the people you most need holding the app on a site. 'He never got the invite' is usually 'he has never once opened that address.' Josiah King goes on as a Worker with nothing but his cell number.
You email the invite to the address on his W-4, he never opens it, and three weeks later his hours are still on a scrap of paper in the truck.
A framer reads a text within the minute and ignores an email for a month — so the invite reaches him the same day and he is clocking in on the field app that week, not still 'meaning to sign up'. The channel is picked per person because the office and the crew live on different devices.
A mistyped email is refused before anything is sent
Miss the dot in rhonda.teague@ridgelinepf and the form says so, quotes the address back, shows what it should look like, and states that nothing was sent. Nothing is saved either, so fixing the address and pressing Add & Invite again is the whole repair.
You type her email with one character missing, the invite goes nowhere, and on Monday she signs up with the right address and lands on a page telling her to wait.
The office catches the mistake in two seconds while they are still at the keyboard, instead of the new PM spending her first morning locked out and calling you. An address that would never be delivered is the one thing worth stopping at the door.
The link brings them to your company, not to somebody else's login page
Try itThe invitation is built from the address you sent it from, so it comes back to your own site and lands the person with their role already set — the office on the dashboard, a crew member on the field app. A Link Only invite stays on screen with Copy Link so you can hand it over yourself. Invites once pointed at the platform's front door, where the new hire was told there was no company — an onboarding that fails at the last step.
The new man taps the link on his first morning, gets a login page that says there is no company, and decides the software is broken before he has used it.
The new hire's first look at your company is your company — no dead end, no 'which business is this' — so day one starts with work, not a support call. Building the link from the inviter's own address is what keeps it pointed home.
An invite is good for a week, and Resend gives it another
Try itEach invite lasts seven days and the list counts it down — 6d remaining, 23h remaining, then EXPIRED. Resend sends it again on the same channels and gives it a fresh week; Cancel pulls back the one you sent to the wrong number. The row clears itself the moment the person accepts. An invite link is still a key — whoever opens it gets a named role in your account — so it does not stay open forever.
An invite sent Friday afternoon is dead by Monday morning, and the only sign is a new man standing in the yard saying the link doesn't work.
The office can see at a glance who still hasn't got in and fix it in one press, instead of finding out a week later when the new hire says he never got anything. A week covers a Friday invite opened on Monday; a fixed end stops a forwarded link working for ever.
They are on the roster the minute you invite them — set them up before they accept
Try itAn invited person shows on Team Members with an INVITED badge, and their card opens like anyone else's: work email, mobile, personal email and an address in separate fields, plus the role. Fix the role on the invite and that is the role accepting gives them. Without this, a new hire existed nowhere until they clicked an email, and the office waited on them.
You invite the new PM on Monday and can't give her a phone line, an address or the right role until she finally opens the email on Thursday.
The office finishes onboarding on its own schedule — phone, address, role — so when Rhonda accepts she walks into a set-up account instead of a blank one. The address is in parts because it gets used: a cheque, a W-2, a drive time.
Somebody you invited is never asked to wait for approval
Sign up with the address the invite went to and you are in, role and all. Sign up with a different one and the page now says what happened — 'You're not on a team yet' — explains that an invite lets you in with the address it was sent to, shows the address you used, and offers Check again once the invite matches.
Your new PM signs up with her personal email, lands on 'waiting for approval', and spends her first day thinking you forgot about her.
The new hire knows exactly what to check instead of sitting on a 'waiting for approval' screen wondering if he's been hired at all — and nobody calls the owner at seven in the morning to ask. The page names the likely cause, a different address, because that is almost always what it is.
A sales manager can bring on his own reps, and nobody else
Give a sales manager the role and he gets Add Member too — but the role list offers one thing: Sales Rep, and the server refuses anything else from him. It takes you out of the middle of every new rep without handing over the keys to the account.
Your sales manager has a new rep starting tomorrow and can't add him, so the rep spends his first day watching someone else's screen.
The person running the sales bench can hire on a Tuesday without waiting for the owner, and the owner never wakes up to find a second admin. The narrowing lives on the server, not in a hidden dropdown, so it holds however the request arrives.
- 1Fill in name, email, their own phone and a role.
- 2Pick how it travels — SMS, Email, Both, or Link Only.
- 3An address that isn't a complete email is refused on the spot, with nothing saved or sent.
- 4Copy the link and hand it over in person if that is easier.
- 5The invite sits under Pending Invitations for seven days — Resend gives it a fresh week, Cancel pulls it back.
- 6They sign up with that address and arrive with the role already on them — no waiting for approval.
- 7A sales manager can invite too, but only sales reps.
Field crews have a phone and no work email. An email-only invite excludes exactly the people you most need holding the app on a site — 'he never got the invite' is usually 'he has never once opened that address.' The links themselves once pointed at the platform's own front door, where the new hire was told there was no company. And a typo in an address used to be saved and quietly skipped, so the person signed up with their real address, matched nothing, and was told to wait for an approval that was never coming. Every one of those is an onboarding that fails at the last step, on somebody's first impression of your company.
- Email-only invitations excluded field crews.
- Invite links pointed at the wrong address and failed to add the person to the company.
- A mistyped email was saved and silently never sent.
- Invited people who signed up with another address were told to wait for approval.
- Every new person had to go through the owner.
Send the invite by text, email, both or link
Chips that pick how the invitation travels. Link only sends nothing and just gives you the address — which is what you want when the man is standing in front of you, or when you would rather paste it into a thread you are already in. The link comes back every time, whichever way you send it.
Invitations expire
The invitation carries an expiry stamped on it the moment you send it. After that it will not open an account, and the pending list shows it as expired. Each waiting invitation shows how long it has left.
Pending invitations
Under the invite form, every invitation still waiting is listed — who it went to, what role, when you sent it, when it dies. Admins see them all; a crew leader sees only his own crew's. The row clears itself the moment somebody accepts, without you reloading anything.
Phone-only invites that actually match
Phone numbers get written a dozen ways. Both sides are squared up to one form before they are compared — brackets, dashes and spaces stripped, the country code put on a bare ten-digit number. An odd-length number is left alone rather than mangled.
Only the man signed in can accept his invitation
The acceptance is verified on the server. Whoever is signed in has to be the account the request claims to be, and no session at all is refused outright. The link alone is not enough.