Create invite links
What are invite links?
Onboarding your team can be a confusing process for both admins and users alike. With invite links, you can customize how to get your users onto the eAuditor platform by creating multiple links, setting expiration dates, presetting group and site membership, and more.
What you'll need
- Any eAuditor Plan
- Web app
- "Platform management: Users" permission
- Full seat
Create an invite link
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Users.
3. Click Link iconManage invites on the upper-right corner of the page, then click Plus iconCreate.
4. Enter the “Invite name” and “Seat type” fields accordingly. If your organization is on the Premium plan, users will join as users in Guest seats.
5. If needed, you can also configure the following optional fields:\
Password: A password for users to enter before they can access the invite link.
Expiration: The date set as to when the invite link will expire.
Invite limit: The number of users that can access the invite link to join the organization.
Permission set: The permission set you want to assign a user.
Groups: The groups you want to add a user to.
Sites: The sites or levels you want to add a user to.
- You can manage your invite links by editing, deactivating, or deleting them as needed.