Skip to content

Invite a member to your community

What you’ll learn

  • Send an invite to a new member
  • Choose the role they get
  • Track pending and active members

There are two ways to bring someone into your community: invite them directly by email, or send them the public onboarding form. Both are done from the admin panel and both route the person into your community.

Invite by email (the quick way)

  1. Open the Admin Panel and go to Members.
  2. Click Add member.
  3. Enter the person's email address.
  4. Choose their role — Agent for a regular member, or Manager/Admin if they'll help run the community. (You can only grant roles below your own level.)
  5. If your community uses market centers, pick the one(s) this member belongs to — they'll see content scoped to those centers.
  6. Click Send invite. They get a branded activation email on your community's own domain; once they set a password they're an active member.

Or send the onboarding form

For applicants you want to review before admitting:

  1. From the member editor, use the onboarding form link (it's pre-tagged with your community).
  2. Share it however you like — email, social, a QR code.
  3. Submissions land in Admin Panel → Onboarding for you to review and approve. Approving activates the applicant into your community.

Good to know

  • Invites dedupe onto existing accounts — inviting someone who already has a CommunitySync login just adds your community to their account.
  • Every invite is audit-logged, so you have a record of who was invited and when.

Troubleshooting

The member never got the email

Ask them to check spam, and confirm the address is spelled correctly. You can re-send the invite from the member's row. Activation links are single-use — if they clicked an old one, send a fresh invite.

I can't assign the role I want

You can only grant roles below your own tier. If you need to make someone an Owner or Admin above your level, ask a Community Owner or the platform operator.