Example workspace · Earlier interface shown.
Invite a contractor
Check the invitation details, then find the same recipient under Invitations. Manual sharing means you need to share the secure link yourself.
Steps you can read
- Check the Company
Check the Company name, then open People.
- Enter the contractor details
Under Invite a contractor, enter Contractor name and Contractor email. Access is fixed to Contractor here; this form does not let you choose another role.
- Create the invitation
Check both details, then choose Create invitation once. Read the confirmation. If an error appears, follow the message on screen before continuing.
- Choose the delivery method
If email delivery is not configured, the confirmation provides a Secure invitation link. Use Copy link and share it privately with the named recipient only. When email delivery is configured, the confirmation instead reports that the invitation email is queued; queued does not mean delivered.
- Verify the recipient and status
Under Invitations, check the same recipient and the delivery status. Manual sharing means you need to share the secure link yourself. Creating an invitation does not mean the contractor has accepted it.
Read the transcript
Check the Company name, then open People.
Enter the contractor’s name and current email address.
Access is fixed to Contractor here.
Check both details.
For privacy, creation and the secure link
are omitted from this recording.
After creation, check the same recipient under Invitations.
Manual sharing means you need to
share the secure link yourself.
Email delivery is not configured in this example.
Share only with the named person.
A created invitation does not
mean the contractor has accepted it.
An invitation is not acceptance. If you choose manual sharing, share the secure link privately with the named recipient.
Before you invite someone
Use the Contractor’s current email address and a name they will recognize. An invitation adds the person to this Company only; it does not expose My business or another Company.
Check that you’re in the right Company, that its operations access is active and that your role can invite. The Contractor does not buy an individual subscription. You do not need to invite anyone before the Company subscribes.
Create the invitation
- Open People.
- In Invite a contractor, enter the Contractor’s name and email address.
- Check the details. New invitations start with Contractor access.
- Choose Create invitation and read the confirmation.
Email and secure-link delivery
When invitation email is configured, Friday Falcon queues the invitation email. Otherwise, the confirmation provides a secure link for you to share manually. Share it only with the named recipient. Creating an invitation does not mean the email was received or the person accepted it.
If they have not joined
Review Invitations in People and check the recipient and status. You can resend an active invitation or revoke one that should no longer be used. Manual sharing means you need to share the secure link yourself.