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Admin Guide

For Half Dozen team members managing client access.

Quick Start

  1. 1 Go to /admin
  2. 2 Click Create New Invitation
  3. 3 Enter client email, select tier, check Complimentary if needed
  4. 4 Click Generate Invitation Link
  5. 5 Copy the link and send it to your client

Invitation Form

Client Email

Optional. Leave blank for a link anyone can use, or enter a specific email to restrict access to that person only.

Subscription Tier

Free — 5 syncs per month

Pro — 100 syncs per month

Unlimited — No sync limits

Complimentary (100% off)

Check this for white glove clients. Automatically grants Unlimited tier at no cost. The tier dropdown will be disabled.

Sharing an Invitation

After creating an invitation, use these buttons to share or manage it:

Copy Link

Copy the invitation URL to your clipboard

Open Link

Preview the setup page in a new tab

Delete

Revoke the invitation (client can no longer use it)

What Clients See

When a client opens the invitation link, they see:

  • "You've been invited!" banner with their plan tier
  • Email field (pre-filled if you specified one)
  • Password field to create their account
  • Create Account & Get Started button

After signup, they're redirected to connect Fireflies and Notion.

Invitation Lifecycle

Created → Active → Redeemed
Active

Link is valid and waiting to be used

Redeemed

Client created their account using this invitation

Expired

7 days passed without redemption — link no longer works

FAQ

Can I resend an invitation?
No. Create a new invitation and share the new link. You can delete the old one if needed.
Can multiple people use the same link?
Only if you left the Client Email field blank. If you specified an email, only that person can use it.
How do I know when someone redeemed?
The "Redeemed" counter updates in the stats cards, and the invitation moves to the Redeemed section with a timestamp.
What if I need to change a client's tier after signup?
This isn't available in the admin panel yet. Contact support for tier changes.
Go to Admin Panel