Invitation Workflows make onboarding stakeholders fast while maintaining security and control. Guided flows help you target the right people, assign roles, and keep tabs on acceptance.
Magic links, minimal friction
Use expiring magic links for most scenarios and layer on passwords or MFA when projects demand extra protection.
Invitation Flow Overview
| Step | What Happens | Why It Matters |
|---|---|---|
| Select recipients | Choose individuals or import CSV lists | Ensure the right stakeholders are included |
| Assign roles | Admin, Member, Viewer, or custom roles | Tailor permissions to responsibilities |
| Customize message | Add context, timelines, and next steps | Set expectations before they enter the portal |
| Send invitations | Emails branded with your identity | Builds trust and reinforces professionalism |
| Track acceptance | Monitor who joined and who needs nudging | Maintain momentum and coverage |
Batch Invitations
- Import CSV files for large accounts; the system deduplicates contacts automatically.
- Map columns (name, email, role, organization) during upload for accurate alignment.
- Preview the send list and personalize messages per segment if needed.
Workflow Steps
Launch the Invitation Wizard
Open Client Access → Invite Members from the portal or workspace level.
Add Recipients
Search existing contacts, upload CSVs, or create new entries on the fly.
Configure Roles & Permissions
Apply presets or custom roles to control what each invitee can view, edit, or automate.
Compose the Welcome Message
Leverage templates or write custom copy that highlights the value of the portal and first actions required.
Send & Monitor
Dispatch invitations, track opens and acceptances, and resend reminders with a single click.
Acceptance Insights
Stay proactive
Use dashboard widgets to spot inactive stakeholders and schedule follow-up outreach.
- Filters show who accepted, pending, or declined.
- Automated reminders can trigger after configurable time windows.
- Audit logs record invitation history for compliance reviews.
Pair these workflows with Granular Permissions to fine-tune access after stakeholders join.