Invitations

Invitations are how you add new team members to your Setgreet organization. Admins and Owners can send invitations by email, assigning a role at the time of invitation.

Inviting a team member

1. Go to Settings > Organization.
2. Click Invite Member.
3. Enter the person's email address.
4. Select the role to assign (Viewer, Member, or Admin).
5. Click Send Invitation.

The invitee receives an email with a link to accept the invitation and join your organization. If they do not already have a Setgreet account, they will be prompted to create one.

Invitation expiration

Invitations expire after 7 days. If the invitee does not accept within that window, the invitation becomes invalid.

Resending invitations

If an invitation expires or the invitee did not receive the email:

1. Go to Settings > Organization.
2. Find the expired or pending invitation.
3. Click Resend. This sends a new email with a fresh 7-day expiration.

Accepting an invitation

When an invitee clicks the link in the invitation email:

1. They are directed to Setgreet's sign-up or sign-in page.
2. After authenticating, they are added to the organization with the assigned role.
3. They can immediately see the organization's apps, flows, and data based on their role permissions.

Declining an invitation

Invitees can decline an invitation by ignoring the email or letting it expire. There is no explicit "decline" action -- unused invitations simply expire after 7 days.

If you need to cancel a pending invitation before it expires, open Settings > Organization, find the pending invitation, and cancel it from the actions menu.

Managing pending invitations

The Settings > Organization page shows all pending invitations alongside active team members. For each pending invitation, you can see:

• The invitee's email address.
• The assigned role.
• When the invitation was sent.
• When it expires.

Transferring organization ownership

While not technically an invitation, ownership transfer is a related team management action. The current Owner can transfer ownership to any existing team member:

1. Go to Settings > Organization.
2. Click Transfer Ownership.
3. Select the target member and confirm.

The new Owner gets full access. The former Owner is demoted to Admin. See Roles & Permissions for details on what each role can do.