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The invitation system lets your existing members bring in new people by email. It’s the simplest growth mechanism — a member enters someone’s email, they get an invitation, they click the link and register. The referral is tracked so you know who brought who. Users module settings with invitation configuration

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How to enable

Settings → Users & Profiles → Configuration → User Invitations section Two settings to configure:
SettingWhat it does
User InvitationsToggle on to enable. Members get access to an “Invite” button.
Minimum permission to inviteWho can send invitations. Set to “User” to let everyone invite, or restrict to HR/Admin roles.

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Who should be able to invite?

SettingBest for
User (everyone)Communities growing through word-of-mouth. Maximum reach.
HR LocalLocal chapter leaders control who gets invited to their branch.
HR TenantCentral HR manages all new member intake.
Admin TenantOnly top-level admins can invite. Maximum control.

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How it works

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For the member sending an invite

  1. Click Invite from their dashboard or profile menu
  2. Enter the invitee’s email address
  3. Optionally add a personal message
  4. Click Send

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For the person receiving the invitation

  1. They get an email from the organization (not a personal email — it’s branded)
  2. The email includes the inviter’s name, any personal message, and a registration link
  3. They click the link and land on the registration form with the invitation context pre-loaded
  4. They complete registration normally
  5. The referral is recorded — the system links them to their inviter

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What gets tracked

  • Who invited who (referral chain)
  • Date the invitation was sent
  • Whether it was accepted, pending, or expired
  • The inviter can see their invitation status

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Invitations + referral program

Invitations provide the mechanism (sending emails). The Referral Program provides the tracking and incentive layer. When both are enabled:
  • Every accepted invitation counts as a referral
  • Referral stats are tracked per member
  • You can see who your best recruiters are
  • If you have Gamification, you can award points/badges for referrals
If you also set “Referrals needed for signup” to 1 in Referral settings, registration becomes invite-only — new users can only register if they received an invitation.

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Invitations + adhesion

If Adhesion is mandatory, invited members still need to complete the application process:
  1. Existing member sends invitation
  2. Invitee receives email and clicks the link
  3. They complete registration
  4. They’re prompted to fill out the adhesion form
  5. Admin reviews and approves the application
  6. They become active members
The invitation gets them to registration faster, but adhesion still gates full access.

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Common scenarios

Just enable Invitations with the permission set to “User”. Every member can invite by email. If you later want to track who’s bringing in the most people, enable the Referral Program too.
Enable Invitations, then go to Referral Program settings and set “Referrals needed for signup” to 1. Public registration is disabled — only people with invitation links can register.
Restrict the permission level. Change from “User” to “HR Local” or higher. This limits who can invite without disabling the feature entirely. You can also enable Adhesion to add a review step for all new members regardless of how they found you.
Check the invitee’s spam/junk folder first. The email comes from the organization (not the member’s personal address), so it may be filtered. If the invitation was sent, it appears in the member’s invitation list. You can also invite the person directly using an admin account.