Invite staff or an admin to your business

To invite a team member, open Organisation, choose your business, then the Members tab and press Invite a team member. Invite by email or phone number, choose the Staff or Admin role, and share the link. They sign in or create an account from that link. Invitations last 14 days. Only admins can invite.

How do I invite a team member?

1. Open Organisation under Settings. If you have more than one business, choose it.
2. Open the Members tab and press Invite a team member.
3. Under Invite by, choose Email or Phone number, then enter the address or number. The person does not need an account yet.
4. Choose the Role: Staff, the default, or Admin.
5. Press Send invitation. The Invitation ready screen shows the invite link.
6. Press Share on WhatsApp or Copy link, then Done. For an email invitation, UrusPro also emails the same link. For a phone invitation, WhatsApp opens a chat with that number.

What does the invited person need to do?

1. Open the invite link. They see [business name] invited you as Staff, or as Admin.
2. Press Sign in if they have an account, or Create account if not. For an email invitation, the account must use the invited email. For a phone invitation, the account still needs an email, and they enter the invited number when signing up.
3. Email invitation: enter the 6-digit code sent to the invited email, then press Verify and accept. They go straight into the host portal.
4. Phone invitation: after accepting, they see Waiting for host approval. Access starts once you press Confirm, and the same link then shows Open portal.

How do I confirm a phone invitation?

Someone invited by phone has no access yet when they accept. They appear in the Members tab under Awaiting confirmation, with the invited number. Make sure it is the right person, then press Confirm. Choose Reject to close the invitation without giving access.

What is the difference between Staff and Admin?

• Staff use Home, Bookings, Tenants, Viewings, Calendar and Operations. They cannot open Organisation, Payments, Billing, reports, bills, books or transactions, and cannot invite members.
• Admin can change business settings, including payment methods and bank details, and can invite, change roles and remove members.

Invite as Admin only people you fully trust. If in doubt, start with Staff. You can change the role later on the member's row in the Members tab.

How long does an invitation last, and what are the limits?

• Invitations last 14 days.
• Each business can create at most 20 invitations and send 20 invite emails in 24 hours. Cancelled invitations still count.
• Invite emails only go out once a business is a day old. Before that, share the link on WhatsApp.
• Inviting the same address or number again refreshes the existing invitation with the same link. It does not create a new one.

How do I resend or cancel an invitation?

Invitations not yet accepted are listed under Pending invitations with their expiry date. Resend extends the invitation by 14 days, including an expired one, and reopens the link to share or copy. It does not send a new email. Cancel invitation stops the link working immediately.

Why does the link say "This invitation is not valid"?

The link is incomplete or does not exist, usually because only part of it was copied. Press Copy link again and share the full link, or press Resend on that invitation.

What if the invitation has expired or was cancelled?

The person sees This invitation has expired or This invitation was cancelled. For an expired invitation, press Resend and the same link works again. A cancelled invitation cannot be reopened, so invite the person again and share the new link.

What if the 6-digit code does not arrive?

Ask them to check their spam or promotions folder. After a minute they can press Resend code, up to 5 times an hour. A code expires after 10 minutes and locks after 5 wrong tries. Either way, ask for a new one with Resend code.

Why does it say "This is not the invited email"?

They signed up with a different email. An email invitation can only be accepted by an account with the invited address, so sign up with that address, or invite the address they want to use. For a phone invitation, the message is This is not the invited number. If they are already signed in with another account, press Sign out and continue.

What if they signed up as a new host by mistake?

That is fine. Ask them to open the invite link again while signed in and accept it. The empty business they created does not affect anything. They can switch between businesses from the organisation name in the top bar, as in the guide to switching the active organisation.

How do I remove a team member?

In the Members tab, open the menu on that member's row, choose Remove, then confirm with Remove member. They lose access to that business immediately. Their own UrusPro account is not deleted.