Step by step

1. Open the office and select your organisation

   Sign in to the CMS office. If you belong to more than one organisation, find the tenant picker in the left-hand navigation column and choose the correct one. If you skip this, the invite screen will show 'Choose an organization to work in.' and go no further.

2. Go to People → Invite an administrator

   In the left-hand navigation column, open the People group and click 'Invite an administrator'. This takes you to the invite screen, whose heading reads 'Ask somebody in'. Your organisation may display a different label for this entry, but the destination is the same.

3. Wait for the screen to finish loading

   The page checks your session, confirms a tenant is selected, and fetches the role list for your organisation's type. It also pulls in a table of everyone who already has a membership here. All of this happens automatically before you see the form.

4. Confirm that Website Editor appears in the role list

   Under the 'What may they do?' fieldset you will see a checkbox labelled 'Website Editor'. This label is mapped for every built-in kind of organisation. No checkbox is ticked by default.

5. Fill in the person's email address and name

   Type the person's email address into the email field, then enter their first and last name. Tick only the 'Website Editor' checkbox. Leave every other role unticked, then press 'Send the invitation'.

6. Let the server authorise and record the invitation

   The system checks that you have the right to invite people in this organisation. It confirms that website-editor is a valid grantable role, then either creates a new account for the person or finds their existing one. Either way, it adds this organisation and the website-editor role to their account.

7. The invitation email is dispatched

   A single-use password-set link is generated and emailed to the person with a subject along the lines of 'You have been asked to help with [your organisation] on Daviah'. The email states they are joining as Website Editor. The link expires after three days, so ask them to act promptly.

8. Check that the person appears in the 'Who is already here' table

   The invite screen refreshes automatically. You will see the new person listed with their email, their role shown as 'Website Editor', and three buttons: Remove, Change, and Invite. The Invite button is there because they have not signed in yet — use it to resend the link if needed.

9. The person clicks the link and sets a password

   When the recipient clicks the link in their email they are taken to /invitation/[token]. The token is validated there, and if it is good they are forwarded to Payload's password-reset form where they set a password. Once signed in, their account carries exactly one membership row for your organisation, with the website-editor role and nothing else. They can reach Pages and other website content, but cannot see membership, finance, meetings, or admin controls.

10. Adjust the role later using the Change button if needed

    If you need to change this person's role at any point, press the Change button beside their name in the table. The same set of checkboxes appears with their current roles already ticked. Save to update. Only their membership in your organisation is affected; any other organisations they belong to are left untouched.

What happens next

Once the person sets their password they are active in the office with the website-editor role for your organisation only. They can read and write Pages and other website content but cannot reach membership records, financial data, meeting controls, or any administrative settings. If they already had a Daviah account for another organisation, this simply adds your organisation to their existing account alongside their prior memberships.

Good to know

The invitation link is single-use and expires after three days. If the person does not act in time, find them in the 'Who is already here' table — the Invite button will still be visible because their sign-in date remains blank — and press it to send a fresh link.

Your organisation must have an SMTP email connection set up before any invitation can be sent. If the email does not arrive, ask your platform operator to check that the SMTP settings are configured correctly.