Origin Financial Flow Example: Inviting partner
Preview this Origin Financial user flow: Inviting partner. Explore the opening screens.
Preview these flows
User opens partner invite modal from profile settings, enters email, sends invite, and sees success confirmation
Related user flows
User opens invite modal from Members & permissions settings to enter emails, select roles, and send team invitations
User opens workspace members settings modal to view existing members and roles then invites new teammates by email
Configuring team name, ID, inference results retention, and managing members plus invitations from the team settings page
Onboarding flow for inviting new members to a new organization by entering emails, selecting roles, and sending invitations, ending in a success modal.
User accesses Workspace Members Settings to enter email addresses, select Member or Manager roles, and send invitations while viewing pending invitations
Host opens invite options from the video recording studio editor and sends session access via shareable link or email
Inviting new teammates to the workspace via email with role assignment from the members and permissions settings page
Admin opens Team Invite Modal from Members & permissions settings to enter email and assign role for a new program member
Invite new project members by email from Team Settings and view owner plus invited roster
Admin configures team members, roles, permissions, and pending invitations from settings data tables and modals
Admin enters Team Settings, fills email invite form, sends invitations, and sees success state with pending invites listed
User opens team invite modal to enter email and optional name, selects role from Developer/Owner/Editor/Analyst/Billing, then encounters plan limit warning preventing send
Explore the full SaaS flow library
Browse the full SaaS flow library.
Trusted by the best teams
