Invite Codes

Overview

Invite codes allow new volunteers to sign up for the SRP Canvass app without manual approval. When someone uses a valid invite code, they’re automatically approved as a canvasser with any pre-configured settings.

Accessing Invite Codes

Click Invite Codes (or the ticket icon) in the sidebar. The page shows:

• Number of active invite codes
• Total signups from all codes
• List of all invite codes

Creating an Invite Code

1. Click Create Invite in the top right
2. Configure the invite:

Field	Description
Code	Unique code (auto-generated or custom)
App Type	Canvass (full app) or CEF (Clean Energy Friends)
Districts	Which districts to assign new users
Turf	Optionally pre-assign to a turf
Max Uses	How many times the code can be used (1-1000)
Expires At	Optional expiration date

3. Click Create

Code Format

• Auto-generated codes are 8 random characters
• Custom codes can be memorable phrases (e.g., “VOLUNTEER2024”)
• Codes are case-insensitive

Invite Code URL

Share the signup URL with potential volunteers:

https://energyfreedom.team/join/CODE

Replace CODE with your invite code.

Tip

Create QR codes linking to your invite URL for events and printed materials.

App Types

Canvass Invites

• Full SRP Canvass app access
• Can only be created by Admins and Super Admins
• Includes all canvassing features

CEF Invites

• Clean Energy Friends app access
• Can be created by Team Leads and Canvassers too
• Simplified app for casual volunteers

Pre-Assignment Options

District Assignment

When you specify districts, new users are automatically assigned to those districts. They’ll only see voters in their assigned districts.

Turf Assignment

Optionally assign new users to a specific turf:

• They’ll see only voters in that turf
• Great for event-based signups where you want focused territories
• Users can be assigned to additional turfs later

Managing Invite Codes

Invite Code Table

The table shows all invite codes with:

• Code - The invite code string
• App Type - Canvass or CEF
• Districts - Assigned districts
• Uses - Current uses / max uses
• Status - Active, Inactive, or Expired
• Created - Creation date

Editing Codes

1. Click the menu icon on the code row
2. Select Edit
3. Modify settings
4. Click Save

You can change:

• Max uses
• Expiration date
• Districts and turf
• Active status

You cannot change:

• The code itself
• App type

Enabling/Disabling Codes

Toggle codes on or off:

1. Click the menu icon
2. Select Enable or Disable

Disabled codes reject new signups but preserve usage history.

Deleting Codes

1. Click the menu icon
2. Select Delete
3. Confirm deletion

Caution

Deleting an invite code doesn’t affect users who already signed up with it.

Usage Tracking

View Who Signed Up

See which users signed up with each code:

1. Click the invite code row to expand
2. View list of users who used this code
3. See signup dates and user status

Usage Limits

When a code reaches its max uses:

• New signups are rejected
• Code shows “Limit Reached” status
• Increase max uses to allow more signups

Expiration

Codes with expiration dates automatically become invalid after that date:

• Expired codes show “Expired” status
• Extend by editing the expiration date
• Remove expiration for permanent codes

Permission Levels

Different roles have different invite code permissions:

Role	Canvass Codes	CEF Codes
Super Admin	Yes	Yes
Admin	Yes	Yes
Team Lead	No	Yes
Canvasser	No	Yes

Signup Flow

When someone uses an invite code:

1. They visit energyfreedom.team/join/CODE
2. Code is validated (active, not expired, uses remaining)
3. They complete the signup form (name, email, password)
4. Account is created with:
   • Role: Canvasser
   • Assigned districts from invite
   • Assigned turf (if specified)
5. They’re redirected to app download instructions

Best Practices

Event Signups

Create unique codes for each event:

• Easy tracking of where volunteers come from
• Set max uses based on expected attendance
• Pre-assign to event-specific turf

Code Naming

Use descriptive custom codes:

• DOOR2024 for door knocking events
• D6RALLY for District 6 rally
• PHONEBANK for phone banking sessions

Security

• Don’t share codes publicly for extended periods
• Set reasonable max uses
• Use expiration dates for temporary campaigns
• Disable unused codes promptly

Troubleshooting

Code Not Working

If volunteers can’t sign up:

1. Check if code is active (not disabled)
2. Verify code hasn’t expired
3. Confirm usage limit not reached
4. Test the exact URL they’re using
5. Check for typos in code

Wrong App Type

If someone signed up for the wrong app:

1. They can download either app with their account
2. To change their access, edit their role in Team Management
3. Contact them with correct app download link