A partner is an outside person — typically your accountant, bookkeeper, or consultant — who works inside your organization as a team member. Inviting a partner sends them an email invitation; once they accept, they can switch into your organization from their own Qoblex account.
This article explains where the Invite Partner button lives, what the invitation dialog asks for, and what happens after a partner accepts. After reading it you will be able to send a partner invitation, read the on-screen result, and understand how partner access differs from a regular user.
How inviting a partner is different from creating a user
Both options live in the Users screen, but they do different things:
- Create User adds an employee or team member to this organization. You set their name, timezone, and a full permissions matrix in that flow.
- Invite Partner invites an outside person to join your organization as a team member. The dialog asks only for their email — there is no name, timezone, or permissions step.
For employees and internal staff, use Create User (see Create and invite a user). Use Invite Partner for an external accountant or consultant who should be able to move between their own account and yours.
How to invite a partner
- Open Users from the main navigation.
- In the header, next to Create User, click Invite Partner. Qoblex opens the Invite Partner dialog, which reads Enter the email address of the partner you want to invite.
- In the email field — which shows the placeholder Partner Email Address — type the partner’s email. It is required and must be a valid email address.
- Complete the CAPTCHA verification in the dialog. The Invite button stays disabled until the CAPTCHA is solved.
- Click Invite.
When the invitation is accepted for sending, Qoblex shows Invitation successfully sent to followed by the email address, closes the dialog, and clears the form.
What happens after you send the invitation
Qoblex creates the partnership in the background and emails an invitation link to the address you entered:
- If the email is new to Qoblex, Qoblex creates a pending account for the partner and sends them a sign-up invitation. They set up their account from the link and then have access to your organization.
- If the partner already has a Qoblex account, Qoblex sends a partnership invitation. When they open the link they are pointed at your organization and can switch into it from their existing account.
Once a partner accepts, they join your organization as a team member. Partners can belong to more than one organization at the same time and switch between them from their own account; accepting your invitation does not remove them from any organization they already work with.
If the invitation fails
If the invitation cannot be sent, Qoblex shows the message returned by the server when one is available — for example a licensing message when your plan has no room for another user. If no specific message is returned, it shows Failed to send an invitation to followed by the email address, or An error occurred while inviting the partner.
How the form behaves afterwards depends on the kind of failure. If the request errors out — the An error occurred while inviting the partner. message — Qoblex clears the CAPTCHA but keeps the email in the field, so you solve the CAPTCHA again and retry without re-typing the address. If the server reports a specific reason instead, such as the licensing message, the dialog is left as it is — your email and a solved CAPTCHA both stay in place — so you can adjust and retry.
