Invites
The Invites tab lists people who have asked to join your business unit, usually by signing up with your company's tax number. It is not a list of invitations you sent. Open it to accept or reject each one.
Video coming soon: Accept a request to joinThe list
Open Subscription › Manage Users and the Invites tab. Only pending requests appear.
| Column | Shows |
|---|---|
| User Invite Type | How it arrived. A badge Requested to join means the person applied; you did not invite them. |
| Company Name | The company they named. |
| User Email, Contact Number | How to reach them. |
| Status | Pending. |
| Action | Accept (tick) or reject (cross). |
There is no search, paging or export, and a request does not expire.
Accept a request
- Click the tick on the row.
- Under Add User As, choose Assign Licence (active at once, with a welcome email and temporary password) or Add as Inactive (no email, they cannot sign in until you switch them on).
- Choose a Role. Every role of the business unit is offered.
- Click Save. You see "Details updated successfully!"
The person is added as a normal user, not an administrator. Users Remaining shows how many seats are left in your whole company. At none, Assign Licence says "User limit reached", because it makes the person active. Add as Inactive still works, because an inactive person takes no seat; you need a free seat later to switch them on.
Reject a request
Click the cross. The person is told, and cannot ask to join your company again for 7 days.
On mobile
No Invites tab on the phone. Use the admin portal in a web browser. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.
Who can open it
Tenant administrators only.
Problems and fixes
I do not see the person I invited
This tab holds requests people made to you. To invite someone yourself, use Add a user.
"Role is required to add the user"
Choose a role before you click Save.