Members & contracts
Task

Invite a member

You send an invitation; the member creates their account and billing address themselves.

At most you preset the plan and the role; the member enters everything else.

Anyone who already has a Selfdesk account can join your space without an invitation. Their contract then arrives with you and you confirm it.

  1. Open Members and tap Invite member.
  2. Enter the email address.
  3. Pick the role the person joins with.
  4. Tap Create invitation link and send the link.

What applies here

  • The invited person signs in themselves, with a code from an email or through Apple or Google. They do not need a password. If they set one, you never see it.
  • The link carries the role you picked. For a different role, create a new link.
  • Rule: Which contract applies

When it does not work