# Invites and ownership

Invite people to the organization, accept an invite and transfer the organization to a new owner.

Source: https://fivedash.fivex.gg/docs/en/dashboard/invites-and-ownership

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.

## Before you start

* Inviting, editing and canceling invites: **Owner** or **Admin**. Otherwise you see **Only owners and admins can invite people.**
* Transferring the organization: the **Owner** only, with a password set on the account.
* The receiver needs (or must create) a FiveDash account with the **same e-mail** as the invite.
* The plan's team limit counts pending invites: **Plus** 5, **Pro** 15, **Ultra** unlimited.

## Invite people

### Open Members

Go to **Settings → Members**. **Invite people** is at the top.

### Type the e-mails

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 the role and access

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.

### Send

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.**              |

## Pending invites

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                                                           |

## Accept an invite

### Open the invite link

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.

### Check the details

The screen shows **Join …** and who invited you. Below, **Signed in as …** shows the account you're using.

### Accept

Click **Accept invite**. **Welcome!** shows and the organization's dashboard opens. **Not now** closes without accepting.

> Invites for your e-mail also show in the organization picker under **For you** (**View** action), and in the onboarding's **Organization** step (**Join the team**).

| 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                       |

## Transfer the organization

A transfer hands the organization to another FiveDash account. You stay on the team as an **Admin**. Nothing changes until the person accepts.

### Open Ownership

Go to **Settings → General → Ownership** and, under **Transfer organization**, click **Transfer**.

### Pick the new owner

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.

### Check the plan

The window shows what happens to the plan (see the table below).

### Confirm it's you

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

**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.**        |

### What happens to the plan

| 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.                                                                                |

## Receive a transfer

### Open the request

Click the link in the e-mail (`/transferencia/...`) or, in the organization picker, **For you** → **Take over**.

### Read the request

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.

### Accept or decline

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.** |

## FAQ

**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](https://fivedash.fivex.gg/docs/en/dashboard/account-and-security).

## Next steps

[Team and permissions](https://fivedash.fivex.gg/docs/en/dashboard/team-and-permissions)

The access an invite gives.

[Account and security](https://fivedash.fivex.gg/docs/en/dashboard/account-and-security)

Create a password and turn on the authenticator app.

[Plans and billing](https://fivedash.fivex.gg/docs/en/getting-started/plans-and-billing)

Paying for the plan after taking over.

[Create an account](https://fivedash.fivex.gg/docs/en/getting-started/create-account)

For people who got an invite and don't have an account yet.
