Invitation problems

The invite email didn't arrive, the link failed, or the person can't accept.

Invitations are straightforward, but a few things can block delivery or acceptance.

Follow these steps:

1. Check the email address — confirm the invite went to the correct address (Settings > Users).

2. Check spam/promotions — the invite often lands outside the primary inbox.

3. Resend the invite — from the user's record in Settings > Users; a fresh link replaces the old one.

4. Check expiry — expired links fail; always use the latest resent link.

5. Check the sign-in state — the recipient must click the link while not signed into a different account.

6. Check the user type — staff and client invites use different flows; use the right one (see How to invite your team).