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EstateSaleExchange
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Organizations, members and invitations

Guide version 1

What it is for

An organization is your estate sale company. Members have one role each: owner, manager, estimator, crew lead or cashier. Household representatives are not members; they are invited to one estate.

What you enter

Create an organization with its name. Invite people by email and role; the system gives you a single-use link that expires in 7 days. Owners change roles and revoke members.

What you get

A members list with roles and status; a list of invitations with pending, accepted, expired or revoked status. Revoking a member also ends their estate assignments and delegated permissions.

Example

The owner invites jordan@example.com as manager, shares the link, Jordan signs in and accepts, and appears in Members as manager.

Common problems and how to recover

"This invitation is not valid."
The link was already used, revoked, expired, or mistyped. Ask the inviter to create a new one. Links cannot be reused by a second person.
"The organization must keep at least one owner."
Promote another member to owner first, then change or revoke the original owner.
No email arrived.
Email delivery is not enabled in this environment; the inviter shares the link directly.

Who can use it

Owners manage members and roles. Owners and managers create invitations; only owners can invite another owner. Estimators, crew and cashiers cannot invite.