Invite people to your squad

Who can invite people to a squad?

Squad admins can create invites for a squad.  A squad admin can invite people via a text message, an invite link, or an email.  

Send a text message

The app sends an SMS message to the provided phone number.  The text message contains a single-use invite link a person can use to join your squad.  The link can no longer be used after the invite is accepted or declined.  The pending invite will appear on the Invitations page in the People section.  Squad Admins can edit the display name, change the role, resend the text message, or revoke the invite while it has a pending status.  

1. Click the invite+ icon in the top navigation bar.
2. Click the Text Message button.
3. Enter a valid phone number.
4. Enter a display name (this name will appear in the app until the person joins the squad).
5. Select a role - leave the default (read about squad roles squad roles here).
6. When you are done, click Invite. 

Share a squad invite link

Squad admins can create squad invite links that can shared and used multiple times.  Share it via social media, text, or even email.  A person can click on the link and accept the invite to join your squad.  Squad admins can use the default invite link (Squad Invite), or create a new link. 

1. Click the invite+ icon in the top navigation bar.
2. Click the Share a Link button.
3. Click the copy button to share the existing invite link with people.
4. Click the Create Invite Link button to create a new link.
5. Enter a name
6. Select a role, or leave the default (read about squad roles squad roles here).
7. Click the Create button - the link will appear in the list. 

Invite links can be revoked so people cannot join via the link wherever it was shared.   

 

Send an email 

The app will send an email invite to the provided email.  The link in the email can be used to accept the invite, or if the person has an existing account the email will display in the squad list. The pending invite will appear on the Invitations page in the People section.  Squad Admins can edit the display name, change the role, resend the text message, or revoke the invite while it has a pending status. 

1. Click the invite+ icon in the top navigation bar.
2. Click the Email button,
3. Enter a valid email - additional fields will appear as you add emails. 
4. Edit the display name, if necessary (the display name is defaulted to the email text before '@'). 
5. Select a role - leave the default (read about squad roles squad roles here).
6. When you are done, click Invite.

Manage pending invitations

Squad Admins can view all of the invites for a squad, including invites created by other Squad Admins.  Email and text message invites will show a status of Pending until it is accepted, declined, or revoked.  Squad Admins can make the following changes to pending invites:

• Edit the display name
• Change the assigned role for the invite
• Resend the invite
  • Send a new email or text message if it has been lost
• Revoke the invite
  • Revoking an invite disables the link so the invited member cannot join the squad.  

View invites in your squad

1. Click the People icon in the left navigation bar
2. Click the Invitations tab (only visible for Squad Admins)

The most recent squad invitations will appear at the top of the list.  You can sort the list by name, status, role, invited date, and accepted date.  Members that join your squad via the squad invite link will appear in the Invitations tab.