Invitations and roles
What this is for
To work on a project together you add teammates to your organization. You do that by inviting them: you enter their email address and a role, the dashboard makes a link, and you send that link to them. When they open it, sign in with that address and select Accept invite, they join. A role decides what a person is allowed to do once they are in. This page covers both sides: sending an invitation, and what your teammate sees when they open one.Before you start
- To invite someone you must be an owner or admin of the organization.
- You need the email address your teammate will sign in with. The invitation only works for that exact address.
- Your plan may limit how many members you can have. The Members page shows the count, for example “3 of 5 members”. See Billing to change plan.
- Your teammate needs a ClinikAPI account, or can make one from the link. See Sign in and sign up.
Roles
The invite panel describes the two roles you can give as Member (view only) and Admin (keys, projects, billing). Owners are not created by invitation. The full table of who can do what is on Members.
Invite someone
1
Open Members
Select Organization settings at the bottom of the sidebar, then Members.
2
Select Invite member
The button sits at the top right of the Members card. If you do not see it, you are not an owner or admin, or invitations are not switched on for your account yet. In that case ask support from the help menu.
3
Fill in the panel
A panel titled Invite a member opens: “They get a link to join this organization with the role you choose.” Type their Email, and choose a Role: Member (view only) or Admin (keys, projects, billing).
4
Select Create invitation
The button reads Creating… and a message says Invitation created. The panel changes to Invitation created: “Send this link to the person you invited. It only works for the email address you entered.”
5
Copy the link and send it
Select Copy link and send it to your teammate yourself, in a chat or an email of your own. Then select Done. Closing the panel clears the link, so copy it before you close it. If you lose it, create a new invitation.
Accept an invitation
Your teammate opens the link. What they see depends on the situation. The page is a small card with the ClinikAPI logo.
When the right person selects Accept invite, the button reads Joining…, a message says You joined the organization, and they land on the organization’s projects. Decline records the decline and shows You declined this invitation; they are not added, and the invitation cannot be used again. Opening the same link later shows Invite no longer available.
What you’ll see
On the Members page the new person appears in the table once they have joined, with their email, their Role badge and the Joined date. The list is for reading: it does not have buttons to change a role or remove someone. To change one of those, contact support from the help menu.Common questions
Does ClinikAPI email the invitation for me?
Does ClinikAPI email the invitation for me?
The panel gives you the link to send yourself. Copy it and send it to your teammate.
My teammate says 'Wrong account'.
My teammate says 'Wrong account'.
They are signed in with a different email than the one you typed. Either they sign out and sign in with the invited address, or you create a new invitation for the address they are using.
Can I invite someone as an owner?
Can I invite someone as an owner?
No. The panel offers only Member and Admin.
Why does my teammate need two-factor?
Why does my teammate need two-factor?
Some organizations require it for everyone who joins. They turn it on in Security and then open the link again.
Is the link a secret?
Is the link a secret?
Treat it like one. It only works for the invited email address, but send it only to that person.