Step by step
Invite people to your team
Send an invitation by email from Team, choose the role and check your plan’s seats. With what the invited person sees and what to do if the email does not arrive.
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In this article
To let someone else into your account, invite them from Team with the Invite a person button. They receive an email with a link, valid for 7 days, and when they accept it they come in with the role you chose.
Before you start
- You need to be an Admin or an Owner. With any other role you can see who is on the team, but not the invite button.
- There has to be a free seat. How many people fit in the account depends on your plan. You can see it under Team, next to Seats in use: how many are taken, how many members and pending invitations there are, how many are left and how many people your plan includes. Pending invitations take up a seat too.
- Ask the person which email they will use. They will sign in to iAgentify with that address, and it cannot be changed from the app afterwards.
Send the invitation
Go to Team.
Press Invite a person.
Under Email address, type the person’s address.
Under Role, choose Read only, Member or Admin.
The Owner role is not given by invitation: it is assigned afterwards, from the member list. If in doubt, start with the lowest role that does the job. What each one allows is in team roles.
Press Send invitation. You get “Invitation sent to…” with their email, and the invitation stays under Pending invitations with the date it expires.
If you see “This person is already on the team.”, that address already has access to the account: look for it in the Members list.
What the invited person receives and does
They get an email with a link to join your account. Opening it shows the “Join…” screen with the name of your account and the role you are inviting them with. What they do next depends on whether they already used iAgentify:
- If they are new to iAgentify. They type their name under Your name, choose a password under Create a password (at least 10 characters, with letters and numbers) and press Create login and join. They do not have to verify their email separately: receiving the link already confirms it.
- If they already have an iAgentify account with that email. They create nothing new: they type their usual password under Password and press Join the account. From then on they belong to both accounts and move between them from the Your accounts menu. If they see “That is not the password of your iAgentify account.”, they can reset their password and open the link again.
In both cases they land straight in your account. From that moment they appear under Members and their invitation disappears from Pending invitations.
Pending invitations: resend or revoke
Under Team, the Pending invitations list shows who you have invited, with which role, when it was sent and when it expires.
- Resending an invitation. There is no resend button: invite the same address again. The new invitation replaces the previous one, so the link in the first email stops working.
- Revoking an invitation. Press the revoke button on its row and confirm with Revoke invitation. The link in the email stops working and the seat becomes free.
An expired invitation disappears from the list and frees its seat.
If there are no seats left
When members and pending invitations take up every seat in the plan, the Invite a person button is no longer shown and, next to Seats in use, you see “Every seat in your plan is taken”. You have three ways out:
- Revoke a pending invitation. This works if it is no longer needed. Do this too if what you want is to resend an invitation and you cannot see the invite button: revoke it and send it again.
- Remove someone from the team. This works if that person no longer uses the account. See remove a person from the team.
- Move to a plan with more seats. Only an owner can do it, with the See plans button. If you are not one, ask an owner of the account. How many people each plan includes is in plans and credits.
If the invitation email does not arrive
Ask the person to look in their spam folder.
Check the address under Pending invitations. If it has a typo, revoke that invitation and send it to the right address.
Invite the same address again. Only the link in the latest email works.
If it still does not arrive, open a ticket from Support with the address you sent it to and the approximate time.
Related articles
- Team roles: what each one can doThe four iAgentify roles and what each one allows, area by area. Who can pay, how to change a role and how to remove a person from the team.
- Plans and credits: how they workA monthly plan includes credits and some limits, and you can add extra credits. What uses credits, what does not, where to see your balance and what happens at a limit.
- Notices: what you hear about and howWhich notices iAgentify sends, when and to whom, how they reach you (the bell and email) and how each person chooses their own under Settings › Notifications.
- Change or reset your passwordChange your password under Settings › Security, or create a new one with the “Forgot your password?” link. And what to do if the account locks or the email does not arrive.