This guide shows you how to invite team members to collaborate in your workspace. Invited users will need to create a separate account on the Acquisity platform before they can accept your invitation.
Prerequisites
Before inviting members, ensure you have:
Admin or Owner role in the workspace (only Owners and Admins can invite members)
The invitee's work email address (the email domain must match your organization or be pre-approved)
You can only invite users from your organization's email domain or from approved domains. Personal email addresses like Gmail or Yahoo are typically blocked. If you need to invite someone from a different domain, contact support for approval.
Inviting a Member
Follow these steps to send an invitation:
Navigate to Settings from your dashboard sidebar
Click on Members to open the Members management page
In the "Invite Member" section, enter the invitee's email address in the Email address field
Select the appropriate role from the Role dropdown:
Owner – Full control over the workspace including billing and deletion
Admin – Can manage workspace settings and invite members
Member – Standard access for daily work (default)
Client – Limited read-only access
Click Send Invite
You'll see a green success message confirming "Invitation sent successfully" and the form will reset for additional invitations.
The Member role is set as the default. Most team members should use this role unless they need administrative privileges.
What Happens After You Send an Invite
Once you send the invitation, the invitee will receive an email with a link to accept or decline the invitation.
For New Users
If the invitee doesn't have an Acquisity platform account yet:
They'll click the invitation link in the email
They'll be redirected to the sign-up page at app.aiacquisition.com with their email address pre-filled
They'll complete the account creation process
After creating their account, they'll automatically be prompted to accept the invitation
Once accepted, they'll join your workspace with the assigned role
New users must create their account using the same email address where they received the invitation. Using a different email will result in an "Invalid Invitation" error.
For Existing Users
If the invitee already has an Acquisity platform account:
They'll click the invitation link in the email
They'll sign in to their existing account (must use the email that received the invitation)
They'll click Accept Invitation to join your workspace
They'll be redirected to your workspace dashboard with their assigned role
If an existing user has multiple pending invitations, they'll see a list of all invitations and can accept them individually.
Troubleshooting Common Issues
Domain Restriction Error
If you see an error like "You cannot invite users from a different email domain" or "This email needs to be approved first, please contact support," it means the invitee's email domain isn't authorized for your workspace.
Solution: Contact support to request domain approval or email whitelist access. In some cases, support can manually add the user after they create an account at app.aiacquisition.com.
User Already Invited or Member
If you see "User is already invited to this workspace," the email address already has a pending invitation or is already a workspace member. Check your Members page to verify their status.
Invited User Not Showing in Workspace
Each user on the Acquisity platform has their own personal workspace by default. If someone created an account but isn't showing in your workspace, they need to accept the invitation you sent. Have them check their email for the invitation link.
When an invitee declines an invitation, the link becomes invalid. You'll need to send a new invitation if they change their mind.
Managing Roles and Permissions
Workspace roles determine what actions members can perform:
Owner: Full administrative control including workspace deletion and billing management
Admin: Can manage workspace settings, invite/remove members, and configure integrations
Member: Standard access for using workspace features and collaborating on projects
Client: Limited read-only access, ideal for external stakeholders
You can update a member's role at any time from the Members page if you're an Owner or Admin.