Invite a user

To access member-only parts of your app, invite your customers to the particular location.

Updated over a week ago

Invite members of your location who pays for a regular individual or company subscription as users of your app.

There are several ways to invite users to your location.

Individual Invite (manual)

Send individual invitations by following the steps below:

1. Open the Community page and press Invite User in the top right corner.

2. Fill in the details and press Send Invitation. The user will receive an email to activate the account. If no email comes, ask them to check the Spam folder.

To invite a user with the administrator's role to your location, follow this guide.

Membership Request Approval (manual)

Users can request to join a location or invite coworkers. New users open your app and tap the Request to join button. When there's a new request to join a location, administrators receive a notification. Review membership requests by following the steps below:

  1. Open Community > Requests.

  2. Select the pending request to join.

  3. Press Approve or Reject. In either case, a user will be notified of your decision.

Company members can invite their coworkers via the Membership > Members page under their company name.

Zapier (automated)

Build a custom registration flow for your users or connect a CRM to invite users automatically. andcards offers Invite Member action and Find or Create Member search on Zapier to let you invite members automatically by passing personal information from any other app. See examples of automation here.

API (automated)

Build your own integration by using our public API.

Did this answer your question?