Invitations: send, resend, accept

An invitation is an e-mail with a personal link. Whoever opens it with the invited address joins your workspace with the role and the access you chose. Owners and admins can invite.

Send an invitation

1. In the menu on the left, open Members and click + Invite member. The form is called Invite to and your workspace's name.
2. Email addresses — paste up to ten addresses, separated by commas, spaces or new lines.
3. Workspace role — Admin, Member or Guest; the primary owner also gets Owner. You cannot invite someone to a role higher than your own, and only the primary owner invites owners. An owner invitation makes the person an owner when they accept. What each role does: Invite your team and choose what each person can do.
4. Service access — for a member, choose per service No access, Viewer, Editor or Admin, and the extra permissions under it. Owners and admins get every service anyway. Details: What each person can open: service access.
5. Personal message (optional) — a note that goes into the e-mail. Links, domains and e-mail addresses in it are replaced with (link removed), and it is cut at 500 characters.
6. Check the line about seats under the form, then click Send 1 invitation (or Send 3 invitations and so on).

Everyone on the list gets their own invitation with the same role and access. To give people different access, send them separately.

Invite a guest

A Guest is someone from outside — a client, a freelancer — who sees only specific records. When you choose Guest, Service access disappears and Resource grants (VIEW only) takes its place:

1. Choose CRM and Deal, Lead or Project — or Automation and Flow.
2. Type the number of the record in Resource ID and click Add. Add as many as you need.

The guest can only view these records and nothing else. Later you can take a record away in the guest's Manage page. Records cannot be added to a guest who has already joined: remove the guest and invite them again with every record they need.

What the invited person receives

An e-mail with the subject You're invited to join and your workspace's name, the access they will have, your note and the button Accept Invitation. The e-mail and the page it opens are in your workspace's Email language — English or Bulgarian — which you set in Workspace settings.

The link is valid for seven days. If the invitation is still open after three days, Monfri sends one reminder: Reminder: your invitation to … expires soon. If the address already has a Monfri account, the invitation also appears in the bell of that account.

Accept an invitation

What happens depends on whether the address already has a Monfri account.

No account yet

The link opens Accept your invitation. The e-mail is filled in and cannot be changed.

1. Type your Full name and a Password of at least 8 characters, then Confirm password.
2. Tick the box to agree to the Terms of Service and the Privacy Policy.
3. Click Create account and join.

Or tick the box and click Continue with Google — with the Google account of the invited address. Another Google address is not accepted.

The address counts as confirmed — the link reached it — so there is no confirmation e-mail. You land in the workspace that invited you. Such an account has no workspace of its own and no setup guide: it exists to work in the workspace you were invited to.

An existing account

1. Open the link. If you are not signed in, Monfri asks you to: Sign in with the invited account to accept the invitation.
2. Sign in with that account — if you forgot its password, reset it from the sign-in page first — and open the link again.
3. You see You have joined the organization!

You stay in the workspace you were in. Open the workspace switcher at the top of the Hub to go to the new one: Workspaces: one per website.

Pending invitations: resend or revoke

Members → Pending invitations lists every invitation nobody has accepted yet, with Expires in — the days left.

• Resend sends the e-mail again and gives the link seven new days. Use it when an invitation expired or got lost in spam.
• Revoke cancels the invitation. The link stops working and the seat is free again.

To change the role or the access of a pending invitation, invite the same address again with the new settings. The new invitation replaces the old one, and the old link says it was replaced.

Seats

Your plan includes a number of seats. Members and invitations that are still open both use one — an expired invitation no longer does. The form shows, for example, 3 of 5 seats used. This invite will use 2 more (total: 5). If the invitation would go over the limit, the form says You'd exceed your seat limit. Upgrade or remove members first.

To free a seat, revoke an invitation nobody needs or remove a member. To get more seats, move to a higher plan: Usage and limits.

If something doesn't work

This invitation has expired

Seven days passed. Ask the person who invited you to click Resend — the same link works again — or to invite you again.

This invitation has already been accepted

Someone already used this link — most often you, earlier. Sign in and look for the workspace in the workspace switcher.

This invitation was replaced by a newer invitation

You were invited again, with different settings. Open the newest invitation e-mail.

This invitation is no longer valid. Ask for a new one.

The invitation was revoked, replaced or has expired while the page was open. Ask for a new one.

This invitation is for a different e-mail address

You are signed in with another account. The message names the invited address: This invitation is for … Sign in with that account to accept it. — or, if that address has no account yet, Log out first, then open the link again. Sign out from the menu at the top right and open the link again.

An account with this e-mail already exists

The invited address already has a Monfri account, so you cannot create a new one. Sign in with it — or reset its password — and open the invitation link again.

This e-mail is already a member

The person is already in the workspace. To change what they can do, click Manage next to them in Members.

You cannot invite someone at a workspace role higher than your own

An admin tried to invite an owner. Choose a lower role, or ask the primary owner to send the invitation.

Only the primary owner can make someone an owner, or change or remove another owner.

You are an owner, but not the primary one. Ask the primary owner — Members shows Primary owner next to their role.

Your plan allows … members

The invitation would go over your seats. Revoke open invitations, remove members you no longer need or move to a higher plan.

You may send at most 20 invitations per workspace per hour

A limit against abuse. Wait an hour, or invite the rest later. Resending is limited to six times an hour.

Your session has expired. Reload the page and try again.

The page was open for a long time. Reload it, open the form again and send.

The invitation never arrives

Ask the person to look in spam and promotions and to search for Monfri. Check the address in Pending invitations — a typo there is the most common cause. Then click Resend. If it still does not arrive, write to [email protected] with the address and the time you sent it.