Only Administrators can send invitations or manage team member access. If you need to invite someone and do not see the Administration group in the sidebar, contact your Administrator.
Sending an invitation
Go to Administration → Invitations
In the left sidebar, open the Administration group and select Invitations.
Enter one or more email addresses
In the Send invitations card, type the work email addresses of the people you are inviting. You can add several at once, separated by commas, semicolons, spaces, or new lines. Every address in the card receives the same role. Make sure the addresses are correct, because each invitation link is tied to the email it was sent to.
Select their role
Pick the role that matches their responsibilities, for example Credit Officer, Adjudicator, or Branch Manager. If you are unsure which role to assign, see Roles & Permissions for a full description of each role.
Click Send invitations
Click Send invitations. Each new invitation appears in the list below with a Pending status, and the platform confirms how many were sent.
The staff member receives the email and clicks the link
Your colleague receives an email with a secure Accept invitation link. The link is valid for 72 hours. New users are taken to sign-up to create their account. People who already have an account are taken to sign-in first, then straight into the workspace.
Some addresses can be skipped, and the platform tells you why. An address is skipped when it is not a valid email, when it already belongs to an active member of this workspace, or when it already has a live pending invitation. A member you previously suspended or revoked can be re-invited. Their existing record is reactivated when they accept.
What the invitee sees
The invitation link is bound to the address it was sent to. If someone who is signed in under a different email clicks the link, they are blocked and shown an email-mismatch page rather than being added under the wrong account. Ask them to sign out, or to open the link in a session for the invited address.Bulk import from a CSV
When you need to onboard many people at once, import a CSV instead of typing addresses by hand.Upload your CSV
Provide a CSV with a header row. Two columns are required: email (header
email, email address, or e-mail) and role (header role or role name). You can also include optional first name, last name, and branch columns (the branch header can be branch or branch code). The file is capped at 500 rows and 1 MB, whichever comes first, so a file with long rows can hit the size limit below 500 rows. Every upload is checked: the contents must read as CSV text, the file passes a virus scan, and rows with formula-like values are sanitized.Review the preview
The platform parses the file and shows a preview that classifies every row as ready, invalid, duplicate, already a member, or already invited. Nothing is sent at this stage.
Bulk imports are rate-limited to 5 committed runs per hour per workspace. Every import is recorded in the workspace’s import history and the audit log, including previews, rejections, and commits, so there is always a trail of who imported what.
Managing pending invitations
You can track the status of all outstanding invitations from Administration → Invitations.Pending
The invitation has been sent but not yet accepted. Resend a pending invitation to send a fresh link.
Accepted
The invitee has created their account and joined the workspace. You can find their membership record in Administration → Team & roles.
Expired
The 72-hour window passed before the invitation was accepted. Click Resend to generate a new link with a fresh expiry.
Revoked
An administrator manually cancelled the invitation before it was accepted. Revoked invitations cannot be reactivated. Send a new invitation if access should still be granted.
Changing a team member’s role
If a staff member’s responsibilities change, you can update their role at any time. Each member holds exactly one role, so changing it replaces the previous role.Go to Administration → Team & roles
In the left sidebar, open the Administration group and select Team & roles.
Suspending a team member’s access
When a staff member leaves the credit union or is placed on leave, you can suspend their access without deleting their account. Suspension preserves all of their history. Loan records, audit logs, and previous actions remain intact.Go to Administration → Team & roles
Navigate to Administration → Team & roles and search for the team member.
Open the actions menu and click Suspend
Open the ⋯ menu at the end of the member’s row and click Suspend.
The capabilities behind these actions
These admin actions are each gated by a specific capability, all held by the Administrator role:admin.tenant.invite.createsends and resends invitations and runs the CSV import.admin.tenant.invite.revokerevokes invitations.admin.tenant.invite.listviews the invitations list.admin.tenant.member.role.setchanges a member’s role.admin.tenant.member.deactivatesuspends and reactivates members.