Rutba CRM

Issue, review and accept an invitation

A joining link is specific to an email address and a permitted role.

Only authorized managers can issue invitations. The recipient needs an existing account with the exact matching verified email.

Revoking or reissuing an invitation makes the old link unusable. Acceptance also checks that the inviter still has authority to grant that role.

  1. As an authorized manager, open the organization’s invitation area and enter the recipient email and allowed role.
  2. Share the invitation link with your colleague through a channel you trust.
  3. As the recipient, open the link, sign in and complete matching email verification.
  4. Review the organization and role, then accept. You can skip the review without revoking the invitation.

Questions before you get started

Can an invitation restore a suspended membership?
No. Existing memberships follow the management workflow; invitations do not silently restore or upgrade them.