Inviting Users

Admins can invite new members to their GradientHarbor organization via email.

┌──────────┐    ┌──────────────┐    ┌──────────────┐    ┌──────────┐
│  Admin   │    │   Email      │    │   Invitee    │    │  Active  │
│  sends   │───▶│  invitation  │───▶│  clicks link │───▶│  member  │
│  invite  │    │  delivered   │    │  + signs up  │    │          │
└──────────┘    └──────────────┘    └──────────────┘    └──────────┘
     │                                                       │
     │              Pending                                  │
     └───────────────────────────────────────────────────────┘
                     Status: pending → active

Sending an Invitation

1. Go to Administration > Users
2. Enter the email address of the person you want to invite
3. Click Invite
4. The invitee receives an email with an invitation link

What Happens Next

For New Users

If the invitee doesn't have a GradientHarbor account:

1. They click the invitation link
2. They create an account (via Google OAuth or email/password)
3. Their membership status changes from pending to active
4. They can now access the organization's dashboards, connectors, and data

For Existing Users

If the invitee already has a GradientHarbor account:

1. They click the invitation link
2. They log in to their existing account
3. The organization is added to their account
4. They can switch between organizations from the sidebar

Managing Invitations

From the Administration > Users page, admins can:

• View pending invitations
• See which invitations have been accepted
• Remove members from the organization
• Change member roles (member ↔ admin)

Membership States

Status	Description
Pending	Invitation sent, not yet accepted
Active	Invitation accepted, user has full access
Declined	User declined the invitation

INFO

Invited users are assigned the member role by default. Admins can promote them after they join.