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The invitation system lets existing members invite new people to join your organization. You can control who can send invitations and track referral sources.

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How to access

Settings → Users & Profiles → Users Module → User Invitations

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Enabling Invitations

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hasUserInvitation
boolean
Toggle to enable or disable the invitation feature. When enabled, members can access the “Invite” functionality from their dashboard or profile menu.

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Who Can Send Invitations

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whoCanSendUserInvitation
select
Control which permission level is required to send invitations:
ValueWho Can Invite
USERAll members can invite
HR_LOCALOnly local HR and above
HR_TENANTOnly organization HR and above
ADMIN_LOCALOnly local admins and above
ADMIN_TENANTOnly organization admins

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How Invitations Work

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For the Inviter

1

Access invite feature

Member clicks “Invite” from their menu or dashboard
2

Enter details

Enters invitee’s email and optional personal message
3

Send invitation

Clicks send to deliver the invitation email
4

Track status

Can see pending and accepted invitations

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For the Invitee

1

Receive email

Gets invitation email with personalized message
2

Click link

Clicks the registration link in the email
3

Complete registration

Fills out the registration form (linked to inviter)
4

Join organization

Becomes a member with invitation tracked

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Invitation Tracking

All invitations are tracked in the system:
  • Pending invitations - Sent but not yet accepted
  • Accepted invitations - Invitee completed registration
  • Expired invitations - Link expired without registration
Administrators can view invitation statistics and who invited whom.

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Invitation Email

The invitation email includes:
  • Organization name and branding
  • Inviter’s name
  • Personal message (if provided)
  • Direct registration link
  • Organization description
Personalized invitations with a message from the inviter have higher conversion rates than generic invites.

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Use Cases

Enable all members to invite, encouraging organic growth through personal networks.
Limit invitations to HR or admins when you want to carefully manage new member intake.
Track who invites whom to recognize top recruiters or reward successful referrals.
Allow members to invite guests to specific events (separate from full membership).

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Best Practices

If your organization requires vetting of new members, restrict invitations to HR or admins.
Remind members that personal messages increase acceptance rates.
If you’re getting low-quality registrations, consider restricting who can invite.
Even if members can invite anyone, you can still require an adhesion (application) process for formal membership.