Invite someone to sign in

Invite someone when they need to sign in to the app for your business. They get a text with a link, and they choose to join.

Owners and admins can open People and access. Owners can invite people into any group except Owner. With the default permissions, admins can invite people into the Office manager group, and into any group limited to offices.

Send an invitation

1. Tap Settings, then People and access.
2. Tap Invite someone.
3. Enter their Name and Mobile number.
4. Under Role, choose the group they join. The list shows only the groups you're allowed to invite into.
5. If the group works only at certain offices, choose at least one office under Offices.
6. Tap Send invite.

Otpho texts them a link. The link works once, for 7 days. If the number doesn't look like a US mobile number, the invitation is still made, and you can resend it with the right number.

To make someone an owner, invite them into another group first. Once they've joined, move them to Owner.

Follow up on an invitation

Invitations that haven't been accepted show under Invited in People and access, marked Not joined or Expired. Tap one to choose:

• Resend sends a new link, good for 7 days. Otpho doesn't keep the number, so you enter it again. The old link stops working.
• Revoke stops the link from working.

What happens when they join

1. They open the link on their iPhone. If they don't have the app yet, the link's web page tells them how to get it.
2. The app shows Join and your business's name, with who invited them and their group.
3. If they aren't signed in, they tap Continue with your phone and sign in with a text code.
4. They tap Join. If they're already signed in with a different number, they can tap Use another number instead.
5. They see You're in, and tap Go to Today.

They now appear in People and access with their group. If the link has expired, they see This invitation has expired and are asked to get a new one from you.