SettleMint
User guidesUser management

Invite users

Send invitations for team members and external partners to join your platform.

Invite users to join your organization. The invitation system supports both email delivery and manual link sharing for flexibility in different environments.

Alternative: Create Users

For faster demo setup, consider using Create Users which directly creates accounts with automatic wallet and identity setup. Use invitations for production environments and external partners.

Prerequisites

  • Identity Manager role
  • Completed platform setup with organization created
  • Email configuration (optional, for automated delivery)

Invitation process

Go to Participants > Invitations in the sidebar. You'll see a list of pending and accepted invitations.

Invitations dashboard

Create new invitation

Click Invite user to open the invitation form. Enter the email address of the person you want to invite and click Next.

After entering the email, the invitation link is displayed. Copy the link to share manually, or rely on the automatic email delivery (if email is configured).

The link should look like:

/auth/invitation?invitationId=<id>&email=<invited-email>

Important: The recipient should open the link in an incognito window (or while signed out). The link will redirect them to a dedicated sign-up page where:

  • The email field is pre-filled with the invited email address and cannot be changed
  • They only need to enter their name and password
  • After signing up, the invitation is automatically accepted and they're redirected to the onboarding wizard

Invitation link display

Track invitation status

Monitor invitation progress in the dashboard. Status shows Pending until the user accepts and completes signup, then changes to Accepted.

What happens after acceptance

When users accept invitations:

  1. Account creation - They set up credentials
  2. Organization join - Automatically added to your org
  3. Wallet setup - Create blockchain wallet with security
  4. Identity creation - Deploy on-chain identity
  5. Profile completion - Add personal information

See User Onboarding for the complete new user experience.

Troubleshooting

IssueSolution
Invitation email not received• Check spam/junk folders
• Verify email address spelling
• Use manual link sharing
• Check email service configuration
User cannot accept invitation• Check invitation link wasn't modified
• Ensure platform is accessible
• Try generating new invitation
"You are not the recipient"• Sign out and sign up with the exact invited email
• Open the link in an incognito/private window
• Click "Sign out" on the error page to switch accounts
Cannot create invitation• Verify you have Identity Manager role
• Check platform is properly initialized
• Ensure valid email format

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