Inviting Users

You add people to the team by sending them an email invitation from the Members tab of Team Management. They join with the role you choose when they accept.

Before You Start

• You must be an Administrator.
• Each invitation is for one email address. To invite several people, send an invitation to each.

Invite Someone

1. Open the Members tab of Team Management.
2. Click Invite people. The Invite someone to your team dialog opens.
3. Fill in the fields:

Field	Required	Description
Email	Yes	The address the invitation is sent to.
First Name	No	The invitee's first name.
Surname	No	The invitee's surname.
Role	Yes	The role they join with: Administrator, Member or Guest. Member is chosen to start with.

4. Click Send invitation.

What Happens Next

• The invitee receives an email saying that you have invited them to join CheckFlow, showing your team's logo, with a link to create their account. When they complete sign-up they join the team with the role you chose. A Member joins with every permission; see User Permissions.
• The invitation appears under Pending invitations on the Members tab until it is accepted or expires.
• An invitation expires one month after it was last sent.
• Every other Administrator receives an in-app notification that you sent the invitation.

Pending Invitations

Pending invitations, below the member list, shows every invitation that has not been accepted and has not expired:

Column	Shows
Recipient	The name, if you gave one, and the email address.
Role	The role they will join with.
Expires	When the invitation stops working.
Invited by	Who sent it.
Sent	How many times it has been sent.

An invitation that has expired is no longer listed. To invite that person, send a new invitation.

Resend an Invitation

Click Resend in the invitation's row. The email is sent again straight away, and the invitation now expires one month from today.

Delete an Invitation

1. Click the delete button in the invitation's row.
2. Click Delete invitation to confirm.

The link in the email they were sent stops working.

Every other Administrator is notified when an invitation is resent or deleted.

Inviting Someone Already Invited, or Already in the Team

• The address already has a pending invitation. No second invitation is made. The existing one is updated with the name and role you entered and sent again, with a new expiry date, and the message Invitation Resent says so.
• The address belongs to someone in the team, active or inactive, the invitation is not sent: Member Already Exists. To bring back an inactive member, mark them active instead. See Enabling & Disabling Users.
• Someone you deleted can be invited again with the same address. Their work history is still theirs, but they return as a new member: their previous groups, role and permissions are not restored.

If It Does Not Work

What you see	Why	What to do
Email Address Blocked	The address's domain is blocked by CheckFlow's spam filter	Contact support.
Too Many Requests	Invitations are limited — for example, 3 a minute and 50 an hour	Wait a few minutes and try again.
Invitation Not Found when resending	The invitation has expired or been deleted	Refresh the page and send a new invitation.
The invitee cannot find the email	It may be in their spam or junk folder	Ask them to check, then click Resend.

Related Pages

• Roles & Permissions — choosing a role for the invitee.
• Group Management — adding the new member to the groups that work is assigned to.
• Billing FAQ — which users are billed, and which are free.