Inviting Users
Administrators add people to the team by sending an email invitation from the Team Management Users tab. This page explains how to invite users and manage outstanding invitations.
Inviting a New User
Click the Send New Invitation button on the Users tab to open the invitation form.
Invitation Fields
| Field | Required | Description |
|---|---|---|
| Yes | The email address the invitation will be sent to. | |
| First Name | No | The invitee's first name. Included in the invitation email. |
| Surname | No | The invitee's surname. Included in the invitation email. |
| Role | Yes | The role the user will be assigned when they accept. |
Click Send Invitation to dispatch the email.
What Happens After You Send
The invitee receives an email containing your team name, your team logo, the name of who invited them, and a link to create their account. Clicking the link takes them to the CheckFlow sign-up page where they complete their registration and are automatically added to your team with the assigned role.
Invitations expire after one month. If an invitation is not accepted in that time it will need to be resent.
note
Invitation sending is rate limited. If you send too many in a short period you will be asked to wait before sending more.
Pending Invitations
All outstanding invitations appear in the Invitations section of the Users tab, below the member list. Each row shows:
- The invitee's name and email address
- The role they have been invited as
- The expiry date
- Who sent the invitation and how many times it has been sent
Resending an Invitation
If an invitee has not yet accepted or their invitation has expired, click the Actions dropdown on their row and select Resend Invitation. The expiry date resets to one month from the resend date.
Cancelling an Invitation
To cancel a pending invitation, click Actions and select Delete Invitation. The invitation is removed immediately and the link in the original email will no longer work.
If the Email Is Already in Use
If the email address belongs to an existing team member, the invitation will not be sent and an error message will be shown.
If the email already has a pending invitation, a new invitation is not created. Instead, the existing invitation is updated with any new name or role details you entered and resent to the same address.
tip
If you previously deleted a user and want them back, simply invite them again using the same email address. Their work history is preserved, but they return as a fresh member — their previous groups, role, and permissions are not restored and will need to be set up again.
Notifications
When a new invitation is sent, all other Administrators receive an in-app notification. The Administrator who sent the invitation is not notified of their own action.