Option to Invite Users Without Sending an Email

If custom invite email templates are not currently available, we need the ability to invite users without triggering an automatic system email.

Why This Matters

Right now, the system automatically sends an invite email that:

• Uses generic, non-branded language

• Refers to the platform as an “app,” which does not align with our positioning

• Does not reflect our client experience or onboarding process

Because of this, we are forced to send a second, separate email to properly introduce the portal and guide the user—resulting in duplicate communication that can feel confusing and unprofessional.

The Problem

• Users receive two emails at the same time (one system-generated, one branded)

• The messaging is inconsistent

• It creates friction and reduces trust in the onboarding experience

• We lose control of the first impression

What We Need Instead

An option to:

• Create or invite a user without sending the default email

• Generate an invite link that we can include in our own branded email

• Fully control the onboarding communication and timing

Benefits

This would allow us to:

• Deliver a cohesive, branded onboarding experience

• Eliminate duplicate or conflicting emails

• Improve clarity and user trust

• Increase engagement with the platform from the start

Bottom Line

If we cannot customize the invite email, we need the ability to disable it entirely so we can manage onboarding communication ourselves.

This ensures a more professional, intentional, and brand-aligned experience for both clients and advisors.