Invitations

Invitations allow admins to add new members to the organization. Invitees receive an email with a link to join.

Accessing Invitations

Sending Invitations

Single Invitation

Multiple Invitations

Invite several people at once:

Invitation Email

What Invitees Receive

The invitation email contains:

• Your organization name
• Who sent the invitation
• Role they'll have
• Link to accept invitation
• Expiration date

Email Example

Subject: Join [Organization Name] on PartnerAlly

Hi,

[Admin Name] has invited you to join [Organization Name]
on PartnerAlly.

You've been assigned the role of [Role].

Click the button below to accept the invitation and
set up your account.

[Accept Invitation Button]

This invitation expires in 7 days.

If you have questions, contact [Admin Name] at [email].

Invitation Status

Viewing Pending Invitations

See all pending invitations:

1. Go to Members
2. Filter by "Invited" status
3. Or click "Pending Invitations" tab

Invitation Statuses

Managing Invitations

Resending Invitations

If someone didn't receive the email:

Revoking Invitations

Cancel an invitation before it's accepted:

Changing Invitation Details

You cannot edit a pending invitation. Instead:

1. Revoke the existing invitation
2. Send a new invitation with correct details

Invitation Expiration

Default Expiration

Invitations expire after 7 days by default.

Expired Invitations

When an invitation expires:

• Link no longer works
• Invitee sees error if they click
• Invitation shows as "Expired"
• Send a new invitation if still needed

Extending Expiration

You cannot extend. Revoke and resend to restart the 7-day period.

Accepting Invitations

For New Users

If the invitee doesn't have a PartnerAlly account:

1. Click invitation link
2. Sign in with Google
3. Account is created automatically
4. Joined to your organization

For Existing Users

If the invitee already has a PartnerAlly account:

1. Click invitation link
2. Sign in with existing Google account
3. Added to your organization
4. Can switch between organizations

Domain Restrictions

Email Domain Limits

If your organization has domain restrictions:

• Only emails from allowed domains can be invited
• Attempting to invite restricted domains shows error
• Configure in Organization Settings

Managing Allowed Domains

To change allowed domains:

1. Go to Organization Settings
2. Find "Allowed Email Domains"
3. Add or remove domains
4. Save changes

Invitation Best Practices

Before Inviting

• Verify the email address is correct
• Choose the appropriate role
• Consider which teams they should join
• Have a plan for their onboarding

Role Selection

Onboarding New Members

After invitation is accepted:

1. Welcome them to the platform
2. Assign initial tasks if appropriate
3. Point them to documentation
4. Schedule time for questions

Troubleshooting

Invitation Not Received

1. Check spam/junk folder
2. Verify email address is correct
3. Ask IT to whitelist partnerally.com
4. Resend the invitation
5. Try a different email address

Invalid Invitation Link

• Invitation may have expired
• Invitation may have been revoked
• Link may be incomplete (copied incorrectly)
• Ask admin to send new invitation

Already a Member Error

If invitee sees "already a member":

• They may have joined via another invitation
• Check the member list to confirm
• No action needed if already there

Wrong Organization

If someone joins the wrong organization:

1. They can leave the incorrect one
2. Send invitation to correct organization
3. They accept and join the right one

Invitation Limits

How Many Can Be Pending

Most plans have generous limits:

• Enterprise: Unlimited pending
• Standard: 50 pending invitations
• Check your plan for specifics

Exceeding Limits

If you hit the limit:

• Revoke old pending invitations
• Wait for pending to accept or expire
• Contact support if you need more

Audit Trail

Invitation Activity Logged

All invitation activity is tracked:

• When invitations were sent
• Who sent them
• When accepted/expired/revoked
• Role assigned

Viewing Invitation History

1. Go to Audit Log (Admin section)
2. Filter by "Invitation" events
3. See full invitation history

Common Questions

Can I invite someone who previously left?

Yes. They'll receive a new invitation and join as a new member. Previous assignments are not restored.

Can invitees change their assigned role?

No. Only admins can change roles after they join.

What if I invited the wrong person?

Revoke the invitation immediately. If they already accepted, remove them from the organization.

Do invitations count toward member limits?

Usually no. Pending invitations don't count until accepted. Check your specific plan.

Can I customize the invitation email?

Not the email itself. Add a personal message in a separate email if needed.

How do I know if an invitation was accepted?

The status changes to "Accepted" and the user appears in the member list as "Active".

Next Steps

• Members - Manage existing members
• Teams - Create teams for new members
• Organization - Organization settings