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
Management
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:
- Navigate to Settings → Team Members
- Click "Invite Team Member" button
- Enter the colleague's email address
- Select their role (Member or Admin)
- 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.
Invitation Sent
Secure email with invitation link sent to recipient
User Clicks Link
Recipient clicks invitation link and lands on signup page
Account Creation
User creates account with password and accepts invitation
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
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Available 24/7
Pro+ users only
Documentation
Comprehensive guides and examples
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