invitations

Team Invitations

The teams feature ships an email invitation flow. An owner creates an Invitation for an email; a Swoosh notifier emails a sign-in link; once the invitee signs in, you turn the pending invitation into a membership.

When to use

• A team owner needs to add members who don't yet have an account.
• You want to customize the invite email (sender, copy, branding) or the acceptance behavior.
• Read the parent ../SKILL.md first for install and scoping.

How it works

MyApp.Teams.create_invitation/3 inserts the invitation and pipes the result through invite_member/1, which calls the notifier:

# lib/my_app/teams.ex
def create_invitation(team, user, attrs \\ %{}) do
  %Invitation{}
  |> Invitation.changeset(attrs)
  |> Ecto.Changeset.put_assoc(:team, team)
  |> Ecto.Changeset.put_assoc(:invited_by, user)
  |> Repo.insert()
  |> invite_member()
end

The notifier sends a plain-text email with a log-in URL:

# lib/my_app/teams/invitation_notifier.ex
def invite_user_email(%{email: email, url: url}) do
  new()
  |> to(email)
  |> from({"Phoenix Team", "[email protected]"})
  |> subject("Invited to join")
  |> text_body("...#{url}...")
  |> Mailer.deliver()
end

Pending invitations for the current user are found by email:

MyApp.Teams.list_invitations_for_user(user) # email match, accepted_at IS NULL

Tweaking for your app

Customize the sender and copy in lib/my_app/teams/invitation_notifier.ex:

|> from({"Acme", "[email protected]"})
|> subject("You're invited to join #{team_name} on Acme")

Accept an invitation after the invitee signs in — create the membership, then mark the invitation accepted:

{:ok, _membership} = MyApp.Teams.create_membership(invitation.team, user, %{role: :member})

{:ok, _invitation} =
  MyApp.Teams.update_invitation(invitation, %{
    accepted_at: DateTime.utc_now() |> DateTime.truncate(:second)
  })

• Token links: the default email links to /users/log-in. To make it one-click, pass a signed token in the URL and verify it on the acceptance page.
• Decline: the Invitation schema has a declined_at field — set it via update_invitation/2 instead of creating a membership.