Creating Invitations
Step 1: Open Invitations
Go to Dashboard → Team and click "Invite Team Member"
Or go to Dashboard → Invitations
Step 2: Enter Details
Email Address - Recipient's work email
Role - Team Member or Admin
Step 3: Send
Click "Send Invitation"
What Happens Next
Email Sent - Recipient gets an invitation email
Link Clicked - They click the link to accept
Account Created - They set up their password
Onboarding - They complete a brief onboarding flow
Ready - They can start using Coach Pilot
Managing Invitations
View all invitations on the Invitations page:
Status | Meaning |
Pending | Sent but not accepted |
Accepted | User has joined |
Expired | Link expired (7 days) |
Actions
Resend
Click "Resend" on a pending invitation to send another email.
Cancel
Click "Cancel" to revoke an invitation before it's accepted.
Extend
For expired invitations, cancel and create a new one.
Troubleshooting
"Invitation not received"
Check spam/junk folders
Verify the email address is correct
Resend the invitation
Check company email filters
"Link expired"
Invitations expire after 7 days
Cancel the old invitation
Create a new one
"Already has account"
The email is already registered
They should log in directly
Or check if they're in another organization