26. Inviting people

From the Invitations module

Open Invitations in the sidebar. Click Send invitation. Fill in:

  • Email of the person you're inviting.
  • Role they'll have.
  • Message (optional, included in the email).
  • Expiry (optional — invitation auto-expires if not accepted).

Click Send. The system figures out automatically what to do:

  • If the email isn't in ALMAS, the recipient gets a sign-up invitation — they create an account and join your tenant in one step.
  • If the email is in ALMAS, the recipient gets a tenant join invitation — they click a link and accept with a single button.

Bulk invitations

Upload a CSV of email + role pairs to send many at once.

Tracking

The Invitations list shows the status of each invite: pending, accepted, expired. Resend triggers a new email; Revoke invalidates the link.