How to Onboard Your Team with SOPO Shield+ Invites

1 Aug 2026 4 min read

Bring your subcontractors, partners, and colleagues onto SOPO Shield+ with a single shareable link. A step-by-step guide to inviting and managing your team.

SOPO Shield+ works best when everyone involved in a project is on the same platform. The invite system lets you bring your whole network in — teammates, subcontractors, and partners — using nothing more than a shareable link.

Step 1 — Generate an invite link

From your admin panel, create an invite by entering the person's email and selecting the role you want them to have (subcontractor, main contractor, adjudicator, or regulator). SOPO Shield+ generates a unique, secure link you can copy and share.

Step 2 — Share it any way you like

There's no email infrastructure to configure. Send the link over WhatsApp, email, or any channel your team already uses. When the recipient opens it, they see a personalised "You've been invited" prompt and their role is pre-selected automatically.

Step 3 — Manage pending and active users

The admin panel shows the status of every invite: Pending until it's opened, Accepted once the person completes sign-up. This makes it easy to see who's onboarded and who still needs a nudge.

Best practices for team onboarding

Invite people with the correct role from the start so their dashboard is tailored on day one. Encourage new members to explore Sandbox Mode first, then transition to the live workspace together when the project kicks off.

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