Identity / Field guide

Invitations

Bring colleagues into an account without support intervention.

An invite is a scoped offer

INVITATION · ONE USEjoin northstaralex@example.comEDITOR⌛PENDINGNo membership yet

The offer names one organization, email and role; membership does not exist yet.

01 / CONTEXT

Why it matters

An invitation is a short-lived authorization to join a specific organization with a specific role. It must survive someone signing in with an existing account, and it must fail safely after revocation or expiry.

An invite is a temporary grant of future access. It needs a clear destination, an expiry and a rule for what happens if the recipient already has an account.

02 / DESIGN

Decisions to make

  • Set who may invite, which roles they may grant and when an invite expires.
  • Decide what happens when the address already belongs to a member.
  • Make resend and revoke visible to the administrator.
  • Choose whether an invite reserves a paid seat before acceptance.
  • Decide whether an existing user can accept with a different email address.
03 / IMPLEMENTATION

Build checklist

  • Bind the token to one organization and one intended recipient.
  • Consume an invitation once, atomically.
  • Test expired, revoked, reused and wrong-account acceptance.
  • Store an invite state and expiration separate from the membership it creates.
  • Test repeated acceptance, revocation and a forwarded invite link.
04 / WATCH FOR

Common mistakes

  • Creating a membership simply because someone can read an email sent to a domain.
  • Using a reusable invitation URL without an expiry.
  • Automatically granting access based only on possession of a customer email domain.
05 / GO DEEPER

Tools & references

3 starting points to compare or study. Check fit, maintenance, terms and current capabilities before choosing one.

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