Invitations

Introduction

Invitations is part of the Paycux platform. This page explains what it does, when to reach for it, and the smallest working setup you can ship.

Everything below applies to both environments. Build and test in staging, then promote the same configuration to production without changing your code — only the API key and client ID differ.

Invitation flow

Invitation flow is handled by Invitations rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Inviting new users to an organization

An organization is the tenant boundary in Paycux. Connections, directories, roles and audit log streams all hang off an organization, and a user reaches your application through a membership in one.

Create an organization per customer, not per environment. The same organization exists in staging and production with separate configuration.

Inviting existing users to an organization

Inviting existing users to an organization applies specifically to Invitations. It behaves the same in both environments, and the values it depends on are visible in the dashboard for the environment you have selected.

If the behaviour you see does not match this description, check which environment your API key belongs to before anything else — a staging key against production data is the most common cause.

Application-wide invitations

Application-wide invitations is handled by Invitations rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Sending invitations

Sending invitations is handled by Invitations rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.

Email verification

Verify the setup end to end before you hand it to a customer. Run the flow from a private browser window so no existing session masks a broken step.

1. 1Open the connection in the dashboard and confirm its status reads Active.
2. 2Start the flow from your application, not from the provider, so the redirect URI is exercised.
3. 3Sign in as a test user and confirm the profile arrives with an email address.
4. 4Check the connection's event list — a successful sign-in appears within a few seconds.

Email address used to accept an invite

Email address used to accept an invite is handled by Invitations rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.

Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.