Invite Team Members

Learn how to quickly invite colleagues to your Valiyou organization.

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Sending an Invitation

1. Navigate to Platform → Users
2. Click “Invite User” button (top right)
3. Enter team member’s email address
4. Select roles and permissions in the tree:
   • Admin: Full access to everything
   • Valuations
     • Dashboard: Access valuation dashboard
     • Valuations: Create and manage valuations
       • Edit Sales Value: Modify sales values
       • Edit Transfer Value: Modify transfer values
       • Edit Marketing Value: Modify marketing values
       • Edit Brand Value: Modify brand values
     • Reports: View valuation reports
     • Methods: Configure valuation methods
   • Sponsorships
     • Sponsors: Manage sponsors
     • Packages: Create and manage packages
     • Inventory: Access item inventory
     • Proposals: Send and manage proposals
     • Analytics: View sponsorship analytics
   • Platform
     • Users: Invite and manage team members
     • Organisation: Modify organisation settings
     • Billing: Access billing and subscription
     • Plugins: Manage integrations
     • API: Manage API keys
   • Approver: Approve valuations (independent role)
5. Click “Send Invitation”

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Team Member Receives Invitation

Your team member receives an email containing:

• Organization name
• Inviter’s name
• Assigned roles/permissions
• Invitation link
• Expiration date

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Accepting the Invitation

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If They Have an Account

1. Click the invitation link
2. Log in with the same email address that received the invitation
3. Click “Accept Invitation”
4. Automatically redirected to the organization dashboard

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If They’re New to Valiyou

1. Click the invitation link
2. Click “Sign Up”
3. Create an account using the invited email address
4. Verify their email
5. Return to the invitation link
6. Click “Accept Invitation”

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Common Issues

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Wrong Email Address

If logged in with a different email:

1. See “Wrong Account” message
2. Log out
3. Log in with correct email
4. Click invitation link again

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Invitation Expired

If invitation has expired:

1. Contact organization admin
2. Request new invitation
3. Accept promptly

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Invitation Already Accepted

Link shows error message - this is a security feature. User should log in normally.

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Next Steps