Inviting Members
Detailed guide to generating invite codes, QR codes, managing role assignment, and expiration.
Who Can Invite
Org Admins and Supervisors can generate invite codes. Org Admins can invite members to any team with any role (except Platform Admin). Supervisors can invite members to their own team only, with roles at or below Supervisor level. Operators and Viewers cannot generate invite codes.
Generating an Invite Code
Navigate to the Teams page and click "Invite Members" on the relevant team, or go to Settings → Organization → Members. Click "Generate Invite Code." You will be prompted to select the role the new member will receive. The system generates a unique 6-character alphanumeric code and displays it along with a corresponding QR code.
Sharing the Invite
You can share the invite in three ways: (1) Read the 6-character code aloud or send it via text/email. (2) Display the QR code on a screen for people to scan. (3) Copy the direct invite link and share it via any messaging platform. For onboarding multiple operators at once (e.g., during a new-hire orientation), displaying the QR on a large screen is the fastest method.
Role Selection
Choose the role carefully when generating the invite — it is applied automatically when the person redeems the code. For production workers, Operator is the most common choice. For team leads, select Supervisor. For stakeholders who only need to view reports, select Viewer. The role can be changed later by an Org Admin from the member management screen.
Expiration and Usage Limits
Invite codes expire after a configurable period (the default is 7 days). You can also set a maximum number of uses — for example, a code that can be redeemed by up to 20 people, useful for onboarding a new shift crew. Once a code expires or reaches its use limit, it becomes invalid. Expired codes cannot be reactivated; generate a new one instead.
Revoking an Invite
If you shared an invite code and need to revoke it before it expires (for example, if it was shared with the wrong person), you can deactivate it from the member management screen. Deactivated codes cannot be redeemed. Users who already redeemed the code before deactivation are not affected — they retain their membership.