How an organization admin invites people, how the invited person sees and answers the invitation on the dashboard, and why no email is sent.
DashboardAvailable
Haruno sends no email
An invitation is not emailed. The invited person finds it on the dashboard, after signing in with Google using the same email address that was invited. Tell them so. If they sign in with another address, they see nothing.
Sending an invitation (admin)
On the Organization page, the Invitations card has a form.
The Invitations card with two pending invitations.
The card says "Invitation sent to" the address, and the invitation joins the list below.
The list shows each pending invitation with the address, a role badge, and Cancel, which asks "Cancel the invitation to …?" first. An invitation that ran out of time is marked Expired. It stays in the list until it is cancelled. By default an invitation expires after 14 days.
The form refuses with these messages:
Message
Why
Email is required.
The box is empty.
That person is already a member of this organization
They are already in.
There is already a pending invitation for that email
One waiting invitation for each address.
This organization already has 50 pending invitations. Revoke some before sending more.
At most 50 invitations can wait at once.
The Team plan is limited to 5 members. Upgrade the organization to Business to add more.
A person who has been invited sees a pink banner at the top of every dashboard page.
The invitation banner.
It names the organization and says who invited them and in which role.
If the person has QuickBooks companies of their own, a tick box asks whether to bring them. Nothing moves unless they tick it. Companies they bring become the organization's and stay with it if they leave.
Accept joins the organization. The page follows them in. Decline drops the invitation.
The banner shows only to a person who is not yet in an organization. A person belongs to at most one.
If the organization has a plan, joining puts the person on it for as long as they are a member.
When the companies could not be moved
If the person ticked the box and the move failed, the banner says "Your QuickBooks companies stayed yours. They were not moved into Northgate Partners." They can close that note.
When accepting fails
The banner shows the reason in red under the invitation. The common ones:
"That invitation has expired" or "That invitation is no longer pending". Ask the admin to send a new one.
"Cancel your personal subscription before joining an organization with a seat plan". The person has to end their own paid subscription first.
"The Team plan is limited to 5 members. Upgrade the organization to Business to add more."
If the person's email is not verified, the banner has no Accept button. It says "Verify your email — sign in with Google, GitHub, or Microsoft to accept."
The banner names GitHub and Microsoft
Only Google sign-in exists on the dashboard today. The banner's wording is out of date. A customer should sign in with Google, using the invited address.