How to Invite Users

Franchise Systems Ai (FS Ai) lets you invite team members to your organization via email. Only organization admins can send invitations.

Prerequisite: You must have Admin access to the organization you want to invite users to.

How to Send an Invitation

1. Click your profile picture at the bottom of the sidebar and select Settings.
2. Open the Organization page and go to Members.
3. Click Invite Team Member in the top right.

4. Select an Access Level for the new user: - Admin: Full permissions across the organization. Admins can invite other users, manage team members, and access all organization settings. - Member: Limited permissions. Members can be granted specific brand permissions after they accept the invitation.
5. Toggle Has Billing Access if this user should be able to view invoices and manage payment methods.
6. Enter the invitee's email address.
7. Click Invite.

An invitation email is sent to the address you entered. The invite link is valid for 7 days. The recipient must sign up or log in using the exact email address the invitation was sent to.

Managing Pending Invitations

After sending invitations, you can see them listed under the Invited section on the Members page. Each pending invite shows the invitee's email, their assigned access level, and whether the invite is still active or expired.

From here you can:

• Resend Invite: Generates a fresh invite code and sends a new email. Use this if the original invitation expired or the recipient did not receive it.
• Cancel Invite: Removes the invitation entirely. The invite link will no longer work.

What Happens When a User Accepts

When the invited user clicks the link in their email, they are directed to sign up (or log in if they already have an account).

Once they accept, they appear in the Team Admins or Team Members list depending on the access level you assigned.

Admin vs. Member Permissions

Admins can:

• Access all organization settings
• Invite and remove team members
• Manage billing (if billing admin)
• Access brand features

Members can:

• Access brand features, but only with granted brand permissions
• Manage billing, but only if granted
• Not access organization settings
• Not invite or remove team members

After a member joins, an admin can grant them specific brand-level permissions to control which brands and features they can access.