Invite members
Generate an invitation for someone to join your syndicate.
Before you start
Section titled “Before you start”- Only admins can create invitations.
- On the free tier, the syndicate is capped at three members. If you already have three members, creating an invitation to a fourth prompts you to upgrade. On web, the upgrade dialog opens a checkout in a new tab. On mobile, an upgrade email is sent automatically to your account’s email address. See Free-tier limits.
- You need to decide the invitee’s role (admin, member, or viewer), whether they’ll be an equity member (and if so how many shares they hold), and which billing scheme they’ll be on. All three are set on the invite and carry across when they accept.
- You must be online. The Generate Invitation button writes through a server-side flow and disables when the device is offline.
- Open the syndicate and switch to the Members tab.
- Tap the Invite member floating action button (bottom right).
- Optionally enter the invitee’s Email. Entering an email sends the invitation to them directly. Leaving it blank generates a link only, which you copy or share yourself.
- Pick the Role (Admin, Member, or Viewer). The default is Member. See Role capability matrix.
- Set whether the invitee is an Equity member. The checkbox is on by default. Tick it for partners who hold shares; untick it for non-equity members who use the asset without holding any. When the checkbox is on, a Number of shares field appears (defaulting to 1) along with a preview showing what proportion of the syndicate’s total this represents once they accept.
- Pick a scheme from the Billing Scheme dropdown. It always appears, preselected on Syndicate default, which assigns the syndicate’s default scheme (called Standard Member unless you have renamed it) on acceptance. The scheme is independent of equity status: a non-equity member can still be on any scheme, and an equity member can be on any scheme.
- If the syndicate is set up as a company, two extra checkboxes appear: This person is a company director and This person owns more than 25% of the company. Tick them where they apply. They feed payment setup, flagging that person to confirm their own details later; leave both unticked for anyone who is neither. These do not appear for non-company syndicates.
- Optionally add a Welcome Message (shown to the invitee on the accept screen) and pick an Expires In value (1, 3, 7, 14, or 30 days; default 7).
- Tap Generate Invitation.
A dialog opens showing the invitation link. If you entered an email, the invitee receives an email automatically with the same link. Otherwise, tap Copy to copy the link or Share to open the system share sheet and send it through any app.
Offline behaviour
Section titled “Offline behaviour”The Generate Invitation button watches connectivity. When the device is offline, the button disables and shows Invites need a connection. Try again when you’re online in a snackbar if you tap it. It re-enables automatically when the connection returns.
Invite generation hits a server-side auth flow that issues a single-use code, stores the invite row, and (if you provided an email) sends the email via the backend mailer. None of those steps can be queued offline; the code must be reserved by the server before the link is shareable.
If it goes wrong
Section titled “If it goes wrong”- The Generate Invitation button is disabled. The device is offline. See Offline behaviour above. Being offline is the only thing that disables it.
- Upgrade dialog appears instead of the invite form. You’ve hit the three-member free-tier limit. On web, tap Upgrade Now to start checkout; on mobile, check your email inbox for the upgrade link. See Upgrade prompt.
- The shares preview shows a smaller-than-expected percentage. The preview computes against the live total of active members’ shares. Pending invites don’t count yet; renters (shares = 0) and former members are excluded from the denominator. When everyone has accepted, the percentage settles to the value you’d expect.
- The invitee says they never received the email. The email is sent from Syndik8; ask them to check spam. Even if the email fails to deliver, the link in the confirmation dialog remains valid, so you can share it another way. Codes are usable once.