Invite an external user

Invite someone outside your organisation to use Shoreline by sending them an email invitation with a one-time link to activate their own account. This is useful for contractors, vessel crew, or partners who need access without you setting a password on their behalf.

Before you start

To invite an external user you need three things on the personnel record:

• A name
• A permission type
• An account with an email address

If any of these are missing, the invite option is unavailable and the tooltip reads: "A name, a permission type and an account with an email are required to invite external users."

Send an invite

1. Open the personnel record (the employee modal).
2. Select Invite external user to fill this role.
3. Click Send invite.

The person receives an email containing a one-time link to activate their account. While the invite is outstanding, the record shows Invite sent to [email]. Expires in [days] days and [name] has not yet activated their account.

Note: The invitation link expires. If it lapses before the person activates their account, you can issue a fresh one.

Resend an invite

If the link has expired or the person did not receive it:

1. Open the personnel record.
2. Click Send invite again.

A new one-time link is emailed and the expiry countdown resets.

What the invited person sees

When the external user opens the link, they land on the account activation page:

1. The page greets them with Welcome to Shoreline Wind!
2. They are asked to choose a password: "Please update your password and complete your profile."
3. They click Activate account.

Once activated, they can sign in normally with their email and new password.

If the link does not work