Invitations

Complete guide to team invitations in Cutly. Learn how to send, manage, and track team member invitations effectively.

Team Invitations

Team invitations are the gateway to collaboration in Cutly. Send secure email invitations to colleagues, track invitation status, and manage the onboarding process for new team members.

Invitation Features

Security

Secure Tokens
7-Day Expiry
Email Verification

Management

Track Status
Resend Invites
Revoke Access

Important Restrictions

  • • Cannot invite existing Cutly users
  • • Requires Pro or Business plan
  • • Only owners and admins can send invitations
  • • Invitations expire after 7 days

Sending Invitations

Learn how to send team member invitations via dashboard or API.

Send Invitation

Dashboard Process

Send invitations through the dashboard interface:

  1. Navigate to Settings → Team Members
  2. Click "Invite Team Member" button
  3. Enter the colleague's email address
  4. Select their role (Member or Admin)
  5. Click "Send Invitation"

What Happens Next

  • • Secure invitation email sent automatically
  • • Invitation appears in "Pending Invitations" list
  • • Token expires after 7 days
  • • You can track invitation status in dashboard

Managing Invitations

Track and manage pending invitations effectively.

List Invitations

Dashboard Management

Manage invitations through Settings → Team Members → Pending Invitations:

  • • View all pending invitations
  • • See invitation status and expiration dates
  • • Resend expired invitations
  • • Cancel/revoke pending invitations

Invitation Information Displayed:

  • • Recipient email address
  • • Assigned role (Member or Admin)
  • • Send date and expiration date
  • • Invitation status (Pending/Expired)
  • • Who sent the invitation

Invitation Status

Pending

Invitation sent, awaiting response

Accepted

User joined the team

Expired

Invitation expired after 7 days

Invitation Process

Understanding the complete invitation workflow from send to acceptance.

Step-by-Step Process
1

Invitation Sent

Secure email with invitation link sent to recipient

2

User Clicks Link

Recipient clicks invitation link and lands on signup page

3

Account Creation

User creates account with password and accepts invitation

4

Team Access

User gains access to team resources based on assigned role

Email System

Understanding how the invitation email system works and customization options.

Email Templates

Invitation emails are automatically generated with professional templates that include all necessary information.

Email Contents Include:

  • • Inviting team/organization name
  • • Role being assigned (Member or Admin)
  • • Secure invitation link with token
  • • Expiration date (7 days from send)
  • • Instructions for account creation

Security Features

Security measures and protections built into the invitation system.

Token Security

Invitation tokens are cryptographically secure and designed to prevent unauthorized access.

Security Measures:

  • • 256-bit random token generation
  • • 7-day automatic expiration
  • • One-time use tokens (cannot be reused)
  • • Secure HTTPS transmission only
  • • No sensitive data in URLs

Best Practices

Guidelines for effective invitation management and team onboarding.

Do:

  • • Send invitations with clear context
  • • Include role expectations in communication
  • • Follow up on pending invitations
  • • Verify email addresses before sending
  • • Set clear onboarding expectations
  • • Monitor invitation acceptance rates

Don't:

  • • Send invitations without context
  • • Ignore invitation expiration dates
  • • Invite without verifying email addresses
  • • Send mass invitations without planning
  • • Forget to communicate role expectations
  • • Leave pending invitations unmanaged

Troubleshooting

Common invitation issues and solutions.

Invitation Email Not Received

Email Delivery Issues

  • • Check spam/junk folder
  • • Verify email address is correct
  • • Email service may be blocking invitations
  • • Resend invitation if needed

Cannot Accept Invitation

Common Causes:

  • • Invitation has expired (7 days)
  • • Invalid or corrupted token
  • • User already has a Cutly account
  • • Invitation already accepted

Getting Help

Email Support

Get detailed help via email

support@cutly.com

Response within 24 hours

Live Chat

Instant help from our Chatbot

Available 24/7

Pro+ users only

Documentation

Comprehensive guides and examples

Always Available

Self-service help

Can't find what you're looking for? Contact our support team

Invitations | Documentation