How to access
Settings → Users & Profiles → Users Module → User InvitationsEnabling Invitations
Toggle to enable or disable the invitation feature. When enabled, members can access the “Invite” functionality from their dashboard or profile menu.
Who Can Send Invitations
Control which permission level is required to send invitations:
| Value | Who Can Invite |
|---|---|
| USER | All members can invite |
| HR_LOCAL | Only local HR and above |
| HR_TENANT | Only organization HR and above |
| ADMIN_LOCAL | Only local admins and above |
| ADMIN_TENANT | Only organization admins |
How Invitations Work
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
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
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
Invitation Email
The invitation email includes:- Organization name and branding
- Inviter’s name
- Personal message (if provided)
- Direct registration link
- Organization description
Use Cases
Membership growth
Membership growth
Enable all members to invite, encouraging organic growth through personal networks.
Controlled recruitment
Controlled recruitment
Limit invitations to HR or admins when you want to carefully manage new member intake.
Referral programs
Referral programs
Track who invites whom to recognize top recruiters or reward successful referrals.
Event-based invitations
Event-based invitations
Allow members to invite guests to specific events (separate from full membership).
Best Practices
Set appropriate permissions
Set appropriate permissions
If your organization requires vetting of new members, restrict invitations to HR or admins.
Encourage personal messages
Encourage personal messages
Remind members that personal messages increase acceptance rates.
Monitor invitation quality
Monitor invitation quality
If you’re getting low-quality registrations, consider restricting who can invite.
Combine with adhesion
Combine with adhesion
Even if members can invite anyone, you can still require an adhesion (application) process for formal membership.
Related Settings
- Registration Form - What invitees see when they register
- Adhesion - Formal application process (can be combined with invitations)
- Referral Program - Track and reward referrals