Intry

Registration & invites

How residents onboard and tie accounts to units.

Overview

Residents onboard via invites created by property managers, then complete signup in the app or portal.

See Imports & onboarding for the full invite API.

Invite flow

  1. PM creates invite: POST /api/admin/onboarding/invite
  2. System dispatches email/SMS: POST .../dispatch or .../resend
  3. Resident opens invite link → Clerk sign-up (portal) or app registration
  4. Resident links to unit; invite status → ACCEPTED

Admin-side prep

StepAPI
Ensure unit existsPOST /api/admin/units
Assign virtual numberPOST /api/admin/virtual-numbers/:id/assign
Create invitePOST /api/admin/onboarding/invite
Bulk importPOST /api/admin/imports/residents/dry-run → commit

Invite model

FieldNotes
tokenUnique invite token
inviteUrlShareable URL
expiresAtExpiration datetime
statusPENDING, ACCEPTED, EXPIRED
inviteeEmail / inviteePhonePre-filled contact info

Auditing

Use /api/admin/audit to trace administrative changes during disputes or compliance reviews.


Last verified: 2026-06-21 (commit 293c4a7)

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