How do I invite someone to my team?

Inviting someone sends them an email with a link to set their own password and join your account. You pick their role at the same time, and you can change it later without re-inviting them.

Send an invite

1. Go to Settings, then Team & roles.
2. Press Invite member.
3. Type their email address and pick a role, Administrator or Advisor.
4. Press Send invitation.

You will be asked to confirm with a two-factor code first if you have not already done so in this session. Adding someone to your account is treated as a security-sensitive change, the same as removing someone or changing a role. Once it goes through, they get an email naming your organization, who invited them and which role they were given, with a link good for seven days.

What happens on their end

If they are new to Peakify, the link takes them to a page where they choose a password and their name, then they land straight in your account. If they already have a Peakify account under a different organization, they instead sign in and join yours as an additional membership, keeping the sign-in they already had. To move between businesses, use the business name at the top of any page. On a phone, tap the building icon at the top. A business on the free plan has one seat, its owner's, so nobody else can join it or switch into it until it upgrades.

If someone else is already signed in to Peakify in the browser they open the link in, the page says who, because accepting signs that person out of that browser. Click Sign out first, then open the invitation link again. This happens most often when you invite a second email address of your own to try it out.

Resending and cancelling

• Resend an invitation that has gone to spam or that they lost. It gives them a fresh seven days from the moment you press it, using the same link.
• Cancel an invitation nobody has accepted yet. This frees up the seat straight away, see What happens when I run out of seats?

Inviting the same email address twice does not create a second invitation. It refreshes the one they already have and keeps the same link working, so if you use Invite member again for someone who has not accepted yet, an email they already received still gets them in.

If a link says it is no longer valid

Someone who clicks an old invitation link may see "This link is no longer valid". This means the invitation was cancelled, or a newer invitation email replaced it before this link was ever opened. Tell them to check their inbox for a more recent email from your organization, or send them a fresh invitation yourself.

If the invite button is greyed out

You have reached your plan's seat limit. Cancelling an unaccepted invitation frees a seat immediately, or you can add an extra seat or move to a bigger plan, see What happens when I run out of seats? If you are on the free plan, which only includes one seat, inviting anyone requires upgrading first: press Upgrade on your Billing page, see How do I change my plan? While you are on the free plan, everyone on the account except the owner is paused until you upgrade, see What happens when I run out of seats?