Provider Invitations

The provider invitation system allows you to onboard new organizations to the platform.

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How It Works

1. Create Invitation - Super admin creates invitation with organization details

2. Email Sent - Invitation email sent to organization contact

3. Organization Signs Up - They create an Advocate account with matching EIN

4. Automatic Redemption - System matches EIN and creates their provider account

5. Onboarding - Organization completes their profile and adds shelters

Note: Organizations must create an Advocate account with an EIN that matches the invitation. When they sign in, the system automatically matches the EIN and creates their provider account. Existing providers are not affected.

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Creating an Invitation

1. Go to Invitations

2. Click + New Invitation

3. Fill in required fields:

Field	Required	Description
Organization Name	Yes	Legal name of the organization
Contact Email	Yes	Email address to send invitation
EIN	Yes	Employer Identification Number (9 digits)

1. Fill in optional fields:

Field	Description
Street Address	Primary address line
Street Address 2	Suite/apt number
City	City
State	State abbreviation (e.g., "CA")
ZIP	Postal code
Notes	Internal notes (not sent to organization)

1. Click Create & Send Email

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EIN Validation

The EIN is the key validation point:

• Must be exactly 9 digits

• System stores normalized version (dashes removed)

• Used to match organization during redemption

• Prevents duplicate invitations for same EIN

• Prevents invitations for already-registered organizations

A note is shown: "Must match the EIN in the organization's Advocate account"

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Invitations Table

Column	Description
Organization	Organization name + city/state if available
EIN	Displayed in monospace code box
Contact	Email as clickable mailto link
Status	Status badge with icon
Created	Created date + expiration date
Actions	Action buttons

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Invitation Status

Status	Color	Icon	Description
Pending	Yellow	Clock	Awaiting redemption
Redeemed	Green	Check	Organization successfully onboarded
Expired	Gray	X	Past expiration date
Cancelled	Red	X	Manually cancelled

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Filters

Control	Description
Search	Filter by organization name, email, or EIN
Status dropdown	All Statuses, Pending, Redeemed, Expired, Cancelled

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Actions

Action	When Available	Description
Copy access code	Always	Copy the access code to clipboard
Resend email	Pending only	Send the invitation email again
Cancel	Pending only	Revoke the invitation (requires confirmation)

Resending an Invitation

1. Find the pending invitation

2. Click the mail icon (Resend)

3. New email sent with same access code

Cancelling an Invitation

1. Find the pending invitation

2. Click the X icon (Cancel)

3. Confirm the action

Cancelled invitations cannot be redeemed.