Staff Onboarding & Invitations

Inviting Staff

Admins can invite new team members by email:

• Enter email, first name, and last name
• Assign a role (Owner, Admin, Standard, Contractor)
• Invitation email sent with a secure signup link
• Invitations expire after a configurable period

Self-Onboarding Flow

When a new user accepts an invitation:

1. Create account with email and password
2. Complete profile (name, avatar)
3. Automatically added to the organisation with the assigned role
4. Permission sets applied immediately

Managing Invitations

• View pending invitations
• Resend expired invitations
• Cancel unused invitations
• Track acceptance timestamps

Per-Seat Billing

Adding users automatically adjusts your subscription quantity. The billing system counts active users and syncs with your payment provider.