Invite someone to your organisation
What this guide covers
How an organisation admin invites somebody by email, tracks it, and resends or revokes it. If you received an invitation, see Accept an organisation invitation.
The alternative is Add member directly: on the Members tab, search for an existing user and click Add. Invite instead when they may not have an account yet. Only organisation admins and SolarMD staff can open the admin page.
Where to find it
Main menu, Organisations, then Admin on the organisation, then the Invitations tab.
Step 1: Send it
- Type the email address into the field.
- Tick as org admin only if this person should run the organisation. Leave it clear for a regular member, which suits almost everyone.
- Click Send invitation. You see Invitation sent. and the row appears as
Pending.
The email subject is SolarMD Organisation Invitation. Please DO NOT Reply, it carries an Accept Invitation link, and it expires 48 hours after it is sent.
Inviting somebody as org admin is the strongest thing you can do inside a company. They get the organisation's full access on every plant it reaches, and can give access to anyone else. A regular member starts at Viewer: see What your organisation can give its team.
Step 2: Track it
Each row shows the Email, an Org admin badge reading Admin or Member, when it Expires, and its Status:
Pending: sent, not accepted, still inside its 48 hours.Accepted: they joined, and now appear on the Members tab.Expired: the 48 hours ran out, or it was revoked. The two look identical.
Step 3: Resend or revoke
Resend appears until the invitation is accepted, and sends the email again with a fresh 48-hour window (Invitation re-sent.). Revoke appears on Pending rows and kills the link immediately (Invitation revoked.).
Common errors
- Invalid email, Please provide valid email: the address is malformed.
- Could not send: Not an admin of this organisation: your admin access was removed since you opened the page. Reload.
- Could not send: ... with any other reason. If it mentions a missing email template, screenshot it and contact support.
Sending to an address that already has an open invitation refreshes that one, including the as org admin tick, rather than creating a second. If they cannot find the email, ask them to check spam, then Resend.