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:
Go to Settings → Users
Find the user and click Delete
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.
