Documentation

Peers Invitations

The Peers Invitations page in MSPControl helps you manage invitations sent when creating a new Peer account.

Peers Invitations

 

By selecting Send invitation during Create Peer Account, an email is generated with login credentials or a setup link for the new user.

Create Peer Account

 

 

This page displays all such invitations, allowing you to monitor their status and resend or delete them if needed.


Key Features

  • Customer Name
    Identifies the customer organization associated with the invited peer.
  • User Name
    Shows the username chosen for the peer account.
  • Email
    The address to which the invitation was sent. This is where the user will receive setup instructions.
  • Phone
    An optional phone number, if provided during peer account creation.
  • Created
    The date and time the invitation was generated.
  • Expired
    Indicates whether the invitation link is still valid or has passed its expiration date.
  • Resend
    Allows you to resend the invitation email if the user did not receive or lost it.
  • Delete
    Removes the invitation from the list, typically used for expired or invalid invites.

How to Use Peer Invitations

  1. Create a Peer Account and enable Send invitation to generate an invitation email automatically.
  2. The new user receives a link or credentials via email, guiding them through the initial login process.
  3. Access Peers Invitations from the MSPControl menu to view all pending or sent invites.
  4. Resend an invitation if the user hasn’t received or used it before expiration.
  5. Delete any outdated or incorrect invitations to keep the list clean.

By leveraging Peer Invitations, MSPControl administrators can streamline the onboarding process for new peers, ensuring they quickly receive
the credentials or setup links they need. This approach reduces manual follow-up and enhances security by limiting valid invitation periods.