Invitations
Send invitations from the Members tab; track, resend, or revoke pending invites; understand what the recipient sees.
Invitations are how new people join an organization. An admin sends one from a unit's Members tab; the recipient opens the invitation link in the email and accepts. This page covers the admin side — for the recipient flow see Accepting an invitation.
Sending an invitation
On a unit's Members tab, click Add member and pick the Invite by email mode:
- Email — the address Level will send the invitation to. Format-validated as you type; the recipient must sign in with this exact address.
- Role — exactly one. The role applies at the unit you're currently looking at.
Submit and Level fires the email. The new pending row appears in the Members table immediately.
What the recipient gets
An email with the subject "Level — invitation to {unit}", containing the invitation link and the time it's valid until. They:
- Click the invitation link in the email.
- Sign in (if not already) — with the same email you invited. Sign-in is shared across Marketing Bar at accounts.marketing-bar.com.
- See the invitation page: "You've been invited to {unit}", the role they'll get, and an Accept invitation button.
- Click Accept invitation.
After acceptance, Level adds them to the unit with the chosen role and takes them into the app.
Tracking pending invitations
The Members tab shows invitations that haven't been accepted yet inline with the active members, distinguished by:
- An email-icon avatar instead of the user's photo / initials.
- A Pending badge.
- The elapsed time since you sent it (Invited 5 minutes ago).
- The role the invitee will receive on accept.
Resending and revoking
Every pending row has an action menu with two entries:
- Resend invitation — sends a fresh email with a new link. The link from the earlier email stops working. A toast confirms: "Invitation resent".
- Revoke invitation — asks for confirmation first: "Revoke the invitation for {email}? The link already sent to them will stop working." After revoking, the pending row disappears and the recipient's link shows Invitation not found.
Use resend when an invitation expired or got lost; use revoke when it was sent to the wrong person or the plans changed.
Possible states on the recipient side
When the invitee opens the invitation link, Level renders one of:
| State | What the recipient sees |
|---|---|
| Valid | "You've been invited to {unit}" with the role and an Accept invitation button. |
| Already accepted | "Invitation already accepted" — they're already a member; nothing to do. |
| Expired | "Invitation expired" — past the validity window shown in the email. |
| Not found | "Invitation not found" — the invitation was revoked, resent (old link), or the link is invalid. |
| Different account | "This invitation was sent to {email}. You're signed in with a different email." with a Sign out and sign in again button. |
If you hear back "the link doesn't work," ask which message they saw — it usually points at the fix:
- Expired → use Resend invitation on the pending row.
- Different account → they should use Sign out and sign in again and sign in with the invited email.
- Not found → the link was invalidated (revoke or resend); send a fresh invitation if needed.
Permissions
Sending, resending, and revoking invitations requires the Manage Teams & Users permission at the unit you're inviting into. Without it, the Add member action and the pending-row menu are hidden.