Dashboard
Invites and ownership
Invite people to the organization, accept an invite and transfer the organization to a new owner.
Invite people to the organization, accept an invite and transfer the organization to a new owner.
To bring someone into your city on FiveDash, you send an e-mail invite with the access they’ll have. When they accept, they join the organization with that access. A transfer, on the other hand, hands the whole organization, with its servers, bots, team and plan, to another account. This page covers both sides: whoever sends and whoever receives.
Go to Settings → Members. Invite people is at the top.
In E-mails to invite, paste or type several e-mails at once (separate them with a comma, semicolon, space or Enter). Each e-mail becomes a chip; Remove … takes one out.
Pick Joins as Member or Admin. For members, click Manage permissions, adjust the access and click Use these permissions. Every e-mail in the same send joins with the same permissions.
Click Invite (or Invite N). Invite sent or N invites sent shows. Each person gets the link by e-mail.
| Rule | Detail |
|---|---|
| How many at a time | Up to 20 e-mails per send in Settings → Members (up to 10 in the onboarding) |
| Starting access | Read-only on all servers, unless you change it |
| E-mail already on the team | Not invited: … wasn’t invited with the reason already in the organization |
| Invalid e-mail | Marked in red: Fix the e-mails marked in red. |
| Plan limit | The … plan includes up to N team members: you can invite N more. |
In Settings → Members → Pending invites, each invite shows as Pending: the access applies once the person accepts. Each invite’s menu has:
| Action | What it does |
|---|---|
| Edit access | Changes the role or access before the person accepts. Save with Save invite. |
| Resend invite | Sends the e-mail again (Resent) |
| Copy link | Copies the invite link to send some other way (Link copied) |
| Cancel invite | The link stops working |
Click the link in the e-mail. It opens /convite/.... If you’re not signed in, sign in or create the account with the invite’s e-mail: the link is kept and you come back to it afterwards.
The screen shows Join … and who invited you. Below, Signed in as … shows the account you’re using.
Click Accept invite. Welcome! shows and the organization’s dashboard opens. Not now closes without accepting.
| Screen | What it means | What to do |
|---|---|---|
| You’re already part of … | This invite was already accepted. | Go to the panel |
| This invite is for another account | It was sent to a different e-mail than the signed-in account’s | Click Sign in as … and sign in with the invite’s e-mail |
| Invite unavailable | It was canceled or no longer exists | Ask whoever invited you for a new one |
A transfer hands the organization to another FiveDash account. You stay on the team as an Admin. Nothing changes until the person accepts.
Go to Settings → General → Ownership and, under Transfer organization, click Transfer.
Under To whom, use From the team (search by name or e-mail) or By e-mail (the Account e-mail). Someone not on the team yet joins as the owner when accepting.
The window shows what happens to the plan (see the table below).
In Confirm it’s you, enter your password and the code from your authenticator app. Without an authenticator app, enter the password and then the 6-digit code we e-mail you (valid for 5 minutes).
Request sent shows. The person gets an e-mail. Meanwhile, Ownership shows Waiting for … to accept and the date the request is valid until, with a Cancel request button.
| Rule | Detail |
|---|---|
| Who can | The owner only (Only the owner can transfer the organization.) |
| Validity | The request is valid for 7 days |
| One at a time | A transfer is already waiting for an answer. Cancel it before starting another. |
| Receiver’s account | It must exist: We couldn’t find a FiveDash account with that e-mail. The person needs to create one first. |
| Password | Accounts that only sign in with Discord: Create a password in Security first: it confirms it’s you. |
| Plan situation | What happens |
|---|---|
| In trial | The plan goes with it, with the trial until its end date. After that, the receiver pays with their own details. |
| Paid with Pix Automático | The plan goes with it and runs until the paid date. The Pix Automático in your name is canceled once the transfer is accepted, and the next charge uses the receiver’s details. |
| Paid without Pix Automático | The plan goes with it and runs until the paid date. The next charge uses the receiver’s details. |
Click the link in the e-mail (/transferencia/...) or, in the organization picker, For you → Take over.
The … can be yours screen explains: You become the owner: servers, bots, team and who’s an admin. Whoever sent it stays on the team as an admin. It also shows the plan that comes with it and how many days the request is valid for.
Click Accept and become owner (The organization is yours shows) or Decline.
| Screen | What it means |
|---|---|
| … is already yours | You accepted this transfer. |
| This transfer is for another account | It was sent to another e-mail. Sign in with the right account. |
| Transfer unavailable | It was canceled, declined or expired. If it still makes sense, ask the owner to send another. |
Do invites expire? An invite stays pending until it’s accepted or canceled. A transfer, however, is valid for 7 days.
The person says the link won’t open. Check that they signed in with the invite’s e-mail. If the invite was canceled, send another.
I removed someone who had a pending transfer. The transfer to that person is canceled too.
I want to leave an organization I own. Transfer it to someone on the team. When you delete your account, FiveDash also asks what to do with each organization you own. See Account and security.