Inviting a member

Inviting a member sends them an email to set up their own account. They click the link, choose a password, and land in their dashboard with the role you assigned. This is the recommended way to onboard sponsors and staff.

• Have the recipient's email address.

• Decide which role to assign: org_manager, chamber_staff, sponsor, or business rep level.

• Optionally have their first/last name to pre-fill the invite.

1. Go to Sales > Members and click Invite member.

2. Enter the email address.

3. Optionally enter first and last name.

4. Pick the role from the dropdown.

5. Add a personal note for the invite email (optional).

6. Click Send invite. The member receives an email with a setup link.

7. Track invite status in the members list — pending, accepted, or expired.

• Send invites in small batches so support can field questions promptly.

• Resend the invite if the link expires (they're valid for 7 days).

• Use the personal note to introduce yourself and set expectations.

• Coordinate with the sponsor before inviting so the email isn't a surprise.

What happens if the invite expires?
Click Resend invite on the member row to issue a new link.

Can I invite multiple members at once?
Yes. Use the bulk invite option from the members list to upload a CSV.

• Member roles explained

• Adding a member without invite