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 application then arrives with you and you approve 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 sets their own password. 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