Inviting Team Members

RPA Watch uses an invitation-based system to add new members. Invitations can be sent via email or shared as a link, and each invitation specifies the role the new member will receive.

Who Can Invite

Sending an Invitation

Account-Level Invitation

To invite someone to a specific account:

1. Navigate to Members (under your account section in the sidebar)

2. Click Invite Member

3. Enter the recipient's email address

4. Select a role: Account Admin or Account User

5. Click Send Invitation

Tenant-Level Invitation (Tenant Admins Only)

To invite a consultant or another tenant admin:

1. Navigate to Tenant Members in the sidebar

2. Click Invite Member

3. Enter the email address

4. Select a role: Tenant Admin or Consultant

5. Click Send Invitation

How Invitations Work

Invitation Lifecycle

1. Created — Invitation is generated with a unique token

2. Email Sent — The recipient receives an email with an acceptance link

3. Accepted — The user clicks the link, creates a password (if new), and is added as a member

4. Expired — If not accepted within 7 days, the invitation expires

For Existing Users

If the email matches an existing user:

1. The recipient clicks the invitation link

2. They see the invitation details

3. They confirm acceptance

4. A new membership is added to their account — they can now switch between their memberships

Invitation Link Sharing

Every invitation generates a unique link that can also be shared directly (e.g., via Slack or internal messaging). The link format is:

```

https://pawatch.com/invitations/accept/{token}

```

This is useful when email delivery isn't reliable or when you want to onboard users quickly.

Managing Invitations

Viewing Invitations

Go to the member management page to see all pending and accepted invitations:

- Pending — Sent but not yet accepted

- Accepted — User has joined

- Expired — Past the 7-day window

Cancelling an Invitation

To cancel a pending invitation:

1. Find the invitation in the list

2. Click Cancel

3. The invitation token is invalidated immediately

Consulting Tenant Restrictions

For consulting tenants with a Basic license:

- Client account users can only be invited to the default account

- The AllowClientAccess flag on the license controls whether invitations to non-default accounts are permitted

- Upgrade to Consulting Pro for full multi-account invitation access

Bulk User Sync with Entra ID

If your organization uses Microsoft Entra ID, you can sync users in bulk instead of sending individual invitations:

1. Go to Members in the account section

2. Click Sync Entra Users

3. All users from your Entra ID directory will be created as Account Users

This requires Entra ID to be configured in your [tenant settings](/docs/entra-id-sso).