Inviting users

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Before You Start

Important: Before inviting users, you must publish your app first. Users can only join published apps, not apps that are still in the builder.

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Three Ways to Invite Users

1. Share the Public App Link — Quick and open access for anyone
2. Manually Invite Users from the Builder — Controlled invitations with custom roles
3. In-App User Invitations — Programmatic invitations with custom workflows

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Option 1: Share the Public App Link

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How it works:

1. Publish your app by clicking the Publish button in the builder.
2. Copy the public app link that’s generated after publishing.
3. Share this link with anyone you want to invite — via email, social media, messaging apps, or your website.
4. New users can sign up directly using this link.

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What happens:

• Users who sign up through the public link are automatically assigned the User role.
• They’ll have immediate access to your app based on the permissions you’ve set for the User role.

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Best for:

• Community apps with open registration
• Public-facing applications
• Apps where most users should have standard access
• Marketing campaigns and social media promotion

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Option 2: Manually Invite Users from the Builder

Note: Your app must be published before sending manual invitations.

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How to invite users manually:

1. Navigate to the Users section in your app builder (click the Users icon in the left-hand menu).
2. Click the Invite User button at the top right of the Users section.
3. A pop-up window will appear with the invitation form.

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Steps to send an invitation:

1. Enter the invitee’s email address in the Email field.
2. Choose their Role from the dropdown menu (such as User or Admin).
3. Click Send Invitation to dispatch the invite.

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What happens:

• The recipient receives an email invitation to join your app.
• They can sign up securely using the invitation link.
• They’re automatically assigned the role you specified.

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Best for:

• Adding team members or administrators
• Inviting specific users with custom roles
• Controlled access environments
• Professional or business applications

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Option 3: In-App User Invitations

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Advanced In-App Invitation Scenarios

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How the advanced system works:

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Step 1: Create an Invitation Entity

• User details (email, first name, last name, etc.)
• Assigned role
• Invitation status
• Any custom data your app needs

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Step 2: Send the Invitation Email

createPageUrl('/signup', { 
  redirectTo: `/join?inviteId=${inviteId}` 
})

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Step 3: Handle the Signup Redirect

/join?inviteId=...

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Step 4: Process the Invitation

1. Validates the invitation ID to ensure it’s legitimate and not expired
2. Retrieves invitation details from the Invitation entity
3. Assigns the specified role to the newly signed-up user
4. Updates user records with any additional information from the invitation (department, team, custom fields, etc.)
5. Marks the invitation as accepted or deletes it to prevent reuse
6. Redirects the user to their appropriate starting page

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Advanced use case examples:

• Invite team members with pre-assigned roles and department information
• Automatically add them to the correct team workspace
• Set up default preferences based on their role

• Create pending invitations that require admin approval
• Send notifications when new users accept invitations
• Implement multi-step verification processes

• Guide new users through custom setup steps based on their invitation type
• Collect additional information during the join process
• Personalize the first-time user experience

• Create invitation-only access for external stakeholders
• Assign specific permissions based on organization or client type
• Track invitation acceptance and user activity

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Benefits of advanced invitations:

• Complete customization — Design invitation experiences that perfectly match your app’s needs
• Enhanced security — Control exactly who can join and with what permissions
• Better user experience — Create personalized onboarding flows
• Detailed tracking — Monitor invitation status and acceptance rates
• Flexible workflows — Implement complex business logic for user access

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Choosing the Right Invitation Method

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Tips for Managing Invitations

• Start simple — Use the public link or manual invitations when starting out, then add custom workflows as your needs grow.
• Set clear roles — Define what each role can do before inviting users to ensure proper access control.
• Monitor acceptance — Keep track of which invitations have been accepted, especially for manual or custom invitations.
• Test thoroughly — Always test your invitation flow before sending to real users, especially with custom workflows.
• Communicate clearly — Make sure invited users know what to expect and how to get started with your app.