Invitations
Invite new members to your organization
Invite other people to join your Leader24 organization.
Who Can Invite
Only Owner and Admin can invite new members. Members cannot see the Invitations tab.
Send an Invitation
- Go to Organization
- Click on Invitations tab
- Click Invite Member
- Enter recipient's email
- Select role (Admin or Member)
- Select at least one agent to assign
- Click Send Invitation
Agent Selection Required
You must select at least one agent that the new member will have access to.
Invitation Email
Recipient will receive an email with:
- Your organization name
- Who sent the invitation
- Assigned role
- Link to accept
Pending Invitations
In Invitations tab you see:
- Invited email
- Assigned role
- Who invited
- Send date
- Expiration date
Invitation Expiration
Invitations expire after 7 days.
If expired:
- Delete old invitation
- Send new invitation
Cancel an Invitation
- Find invitation in list
- Click Cancel
- Confirm cancellation
Invitation is invalidated immediately.
Accept an Invitation
Recipient must:
- Click link in email
- Create account (if new)
- Accept invitation
- Access dashboard
Common Problems
Email not received
- Check spam/junk
- Verify correct email
- Cancel and send a new invitation
Link doesn't work
- May be expired (after 7 days)
- Send new invitation
Already member
- User is already in organization
- No new invitation needed