One-Click Tech Setup Link in Invite Emails

Overview

When admins invite new technicians or invite an existing BlueClerk account to join a contractor company, the welcome/invite email includes a one-click "Set Up Your Account" link. The recipient can choose to set a new password (one-step, password form) or keep their existing password, then sign in and accept the invitation — no out-of-band password handoff required.

How It Works

For Admins Inviting New Techs

1. Create the user via the user.create flow (email + temporary password).
2. The new user receives a welcome email containing a "Set Up Your Account" button that opens a secure setup link.
3. The setup link lets them choose their own password; after setting it they are signed in automatically.
4. The setup link is valid for 7 days. The temporary password still works as a fallback if the email is missed.

For Inviting Existing BlueClerk Accounts

1. When you invite an existing account to join your contractor company (invite an existing member), BlueClerk emails them an invitation that includes a "Set Password" option.
2. Recipients who already have an account may either keep their current password or choose a new one via the same setup flow.
3. After choosing a password (or using their existing one), they can sign in and accept the team invitation.

Resending the Setup Email

• If the initial setup email fails or is lost, use the "Send setup email" / "Resend setup" action in the team list to retry sending the Set Password link. This appears on the team management page next to the member/invitation.

Tips

• The setup link expires after 7 days — ask recipients to complete it promptly.
• If someone reports they didn't receive the email, check spam/junk folders and use the resend action from the team list.
• Existing passwords are not changed unless the user explicitly completes the Set Password flow. The form only updates the password when the user submits a new one.

Questions

Q: Will sending the setup link overwrite a user's existing password?
A: No. A user's password is only changed if they complete the Set Password form and submit a new password. If they prefer to keep their existing password, they can sign in normally and then accept the invitation.

Q: What if the setup email never arrives?
A: Use the "Resend setup" action on the team list to send the Set Password email again. As a fallback, temporary passwords still work if you provided one during user creation. Check spam/junk folders and corporate email filters that may block automated messages.

Q: How long does the setup link stay valid?
A: The link is valid for 7 days from when it was created.