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Inviting Users

With your integrations installed and organization settings configured, you are ready to invite your team to Polyguard.

Roles

Polyguard has two user roles that you can assign when sending invitations:

Role What They Can Do
Organizer Create and manage secure meetings, view their own meeting reports
Admin Everything an organizer can do, plus manage organization settings, integrations, and users

Participants don't need invitations

External participants (such as job candidates) verify their identity through the Polyguard Mobile app when they join a meeting. They do not need a Polyguard account or an invitation.

Send an Invitation

  1. In the Polyguard Console, navigate to Users.
  2. Click Invite User.
  3. Enter the person's email address.
  4. Select a role: Organizer or Admin.
  5. Click Send Invitation.

The invitee will receive an email with a link to create their account and verify their identity.

Manage Invitations

On the Users page you can see the status of all invitations:

  • Pending — The invitation has been sent but not yet accepted.
  • Accepted — The invitee has created their account and completed identity verification.

For pending invitations you can:

  • Resend — Send the invitation email again (useful if the original was missed).
  • Revoke — Cancel the invitation so the link can no longer be used.

Bulk Invitations

If you need to invite more than 20 users at once, contact your Polyguard account representative for bulk invitation options. You can reach them through the chat widget on any Console page or by emailing [email protected].

What's Next?

Your organization is set up and your team has been invited. Here are the next steps: