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Can I resend an onboarding invitation or invite another teammate?

How to resend an expired or unused onboarding invite, add teammates to help with onboarding, and what the Guest role can and can't see.

Written by Juan Garzon

Inviting a Teammate to Help with Onboarding

You don't have to complete onboarding alone. From the onboarding wizard, click Invite and enter the teammate's email address. They'll receive an email invitation that's valid for 4 weeks.

Invited teammates join as Guest users, which means:

  • They can only see the onboarding wizard and its steps — not your Kickbite dashboard

  • They're tied to a single company, with no market-level access

  • They become active as soon as they log in for the first time


Resending an Invitation

There's no direct "resend" button. If a teammate's invitation expired or was lost before they logged in for the first time (their Last Login is still empty), you need to:

  1. Go to Settings → Users

  2. Find the user and click Delete

  3. Send a new invitation to the same email address

Note: Deleting a user revokes their access to the onboarding form until a new invitation is sent. A repeat invitation to the same email/company combination isn't required otherwise — each Guest is tied to one unique company.


Need Help?

If you're not sure who on your team should complete a given step, or you're running into issues sending invitations, reach out via the in-app chat or contact your Customer Success Manager.

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