Discourse allows users with a sufficient trust level to invite new users to the site. Invites can be configured to redirect the new user to a specific topic when they first join the site. Invites can also be configured to add the user to custom Discourse groups when they accept the invite.
The following site settings can be adjusted to configure how invites work on your site:
invite expiry days: the number of days that an invitation is valid for (defaults to 90 days)
default invitee trust level: the trust level that will be granted to invited users (defaults to trust level 1)
min trust level to allow invite: the minimum trust level that a user needs in order to invite new users to the site (defaults to trust level 2)
max invites per day: the maximum number of invites that a regular user can send in a day. This limit is not imposed on staff members. (defaults to 10 invites per day)
invite link max redemptions limit: the maximum number of redemptions that an invite link created by a staff user can have (defaults to 5000)
invite link max redemptions limit users: the maximum number of redemptions that an invite link created by a non-staff user can have (defaults to 10)
To create an invite, click the “invites” link from your user’s profile page. That will take you to your pending invites page. That page shows a list of previous invites you have sent and allows you to send new invites. Click the “Invite” link to start creating a new invite:
A modal window will open that allows you to configure the invitation:
To restrict the invitation to a single email address, enter the address into the “Restrict to” field.
To create an invite link that can be used by one or more users, do not enter an email address into the “Restrict to” field. Instead of doing that, set the “Max uses” field to the number of redemptions you want to allow for the link.
To have users arrive at a specific topic after accepting the invite, search for that topic from the “Arrive at topic” dropdown field.
To have users added to a custom group after accepting the invite, select the group, or groups, that you want users to be added to from the “Add to groups” dropdown field.’’
To edit the amount of time that the invite will be valid for, select a time period from the “Expire after” field.
After configuring the invite, if you have restricted it to an email address, you will be given the option to either copy the invite link, or to send an invite email directly from your Discourse site:
If you have not restricted the invite to an email address, you will just be given the option to copy the invite link:
Users can be invited to a specific topic by clicking the “Share” button from the topic’s footer. Click the “Invite” button in the modal that opens to access the invite form. Note that only admin users on the site can invite a user to a topic that’s in a protected category. When doing that they will be prompted to add the user to the group that has access to the category.
Group owners and site admins can invite new users to a group from the group’s page. Click the Invite button from the group’s page to open the invite modal:
When an invite is accepted by visiting an invite link, the user will be taken to a page that displays the same fields as are seen on your site’s signup modal. An exception to this is that if the invite was created for a specific email address, the email field will not be displayed. Instead, an account will be created for them with the email address that the invite was configured for:
Note that setting a password when an invite is accepted is optional. If the user sets a password, they will be logged into the site and their account will be activated. If the user does not set a password, they will still be logged into the site, but will be prompted to set a password the next time they log into the site.
- How to customize specific email templates (gives details about customizing the invite emails)
- Sending Bulk User Invites (send bulk invites from a CSV file)
- Automate sending Discourse invite emails with Zapier