Contents

Inviting Teammates (Access Codes)

Access codes are short, one-time-use codes that let someone join your organization without you creating an account for them.

Generating a code

  1. Go to Organization → Organization settings.
  2. Under Pending Access Codes, click Generate Access Code.
  3. Share the resulting code (format XXXX-XXXX) with the person you want to invite — text, email, whatever's convenient.
  4. They enter it under Join an organization (from Account → Join or create an organization) to join.

Codes you've generated but haven't been used yet are listed under Pending Access Codes, along with when they were created. Click Revoke to cancel a code before it's used.

Treat access codes like a password — anyone with the code can view and edit your referrals and modify your organization's settings.

Managing existing users

The Users table lists everyone currently in your organization. If you're the organization owner, you can click Remove next to any other member to revoke their access immediately. You can't remove yourself, and non-owners can't remove anyone (the button is disabled with an explanation on hover).

See also: Your Account → Organizations.