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Inviting Members to Your Organization

Organization admins and owners can invite team members to join their organization and receive Plus benefits. This guide covers the invitation process and best practices.

How Invitations Work​

Organizations use a unique invite link system:

  • Unique Links: Each organization has its own permanent invite link
  • Simple Sharing: Share the link via email, Slack, or any communication method
  • Automatic Join: Team members click the link to join instantly
  • Seat Assignment: Plus benefits are assigned automatically if seats are available
  1. Navigate to Members: Go to your organization's members page
  2. Click "Invite Members": Open the invite modal
  3. Copy Link: Copy the unique invite link for your organization
  4. Share: Send the link to team members you want to invite

Invite Modal Features​

  • Link Display: Shows your organization's unique invite link
  • Copy Button: One-click copying to clipboard
  • Seat Status: Displays available seats for new members
  • QR Code: Some interfaces may include QR codes for easy mobile sharing

Seat Availability​

Before Inviting​

Check your seat availability:

  • Available Seats: Ensure you have seats available for new members
  • Seat Limit: You can only invite as many members as you have seats
  • Purchase More: If needed, purchase additional seats before inviting

No Available Seats​

If you're out of seats:

  • Disabled Join: The join button is disabled on the invite page
  • Clear Message: Invited users see a message about seat availability
  • Manage Seats: Use the "Manage Seats" button to purchase more seats

The Invitation Experience​

For the Inviter (Admin/Owner)​

  1. Get Link: Copy the invite link from your organization
  2. Share Link: Send to team members via your preferred method
  3. Track Joins: Receive notifications when members join
  4. Monitor Seats: Watch seat usage as members join

For the Invitee​

  1. Receive Link: Get the invite link from their admin/owner
  2. Click Link: Navigate to the organization invite page
  3. Review Details: See organization name, available seats, and join option
  4. Join Organization: Click "Join" if seats are available
  5. Automatic Plus: Receive Plus benefits immediately upon joining

Invitation Best Practices​

Effective Communication​

  • Context: Explain what the organization is for and benefits of joining
  • Instructions: Provide clear steps for joining
  • Benefits: Highlight the Plus features they'll gain access to
  • Support: Offer help if they have trouble joining

Timing Considerations​

  • Seat Planning: Ensure you have enough seats before mass invitations
  • Onboarding: Consider sending invites in batches for better onboarding
  • Communication: Time invites with team announcements or meetings

Managing Invitations​

After Members Join​

When someone joins your organization:

  • Welcome Notification: New members receive a welcome message
  • Admin Notification: Admins and owners are notified of new joins
  • Email Confirmation: Important joins may trigger email notifications
  • Plus Assignment: Plus benefits are automatically assigned

Tracking New Members​

  • Member List: New members appear in your organization's member list
  • Role Assignment: New members start as regular members
  • Activity Tracking: Their activity becomes visible to admins/owners

Security and Access Control​

  • Controlled Sharing: Only share links with intended team members
  • No Expiration: Links don't expire but can be regenerated if compromised
  • Organization Specific: Links only work for the specific organization
  • Seat Protection: Users can only join if seats are available

Managing Access​

  • Member Review: Regularly review who has joined your organization
  • Role Management: Promote trusted members to admin as needed
  • Removal Process: Remove members who no longer need access

Troubleshooting Invitations​

Common Issues​

  • Copy Correctly: Ensure the full link is copied and shared
  • Access Method: Try opening in a different browser or device
  • Account Status: Ensure the invitee has a daily.dev account

Cannot Join Organization​

  • Seat Availability: Check if seats are available
  • Existing Membership: Users can't join if already a member
  • Plus Conflicts: May not join if they have conflicting Plus subscriptions

Missing Notifications​

  • Check Settings: Verify notification settings are enabled
  • Email Delivery: Check spam folders for email notifications
  • Platform Notifications: Ensure daily.dev notifications are enabled

Getting Help​

  • Documentation: Check member management documentation
  • Support: Contact support for persistent invitation issues
  • Admin Assistance: Work with other admins to troubleshoot problems

Next Steps​

After inviting members:

  1. Manage member roles and permissions
  2. Monitor seat usage and billing
  3. Configure organization settings
  4. Help members get started with Plus features