Setting up an invitation workflow

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This workflow ensures that invited users are onboarded to the organization and proceed through any required registration or profile‑completion steps.

Before you begin

About this task

After updating your theme to route users into your Identifier‑First Authentication (IFA) flow, the next step is to configure the invitation flow to onboard users.

Procedure

  1. Select User experience > Flow designer.
  2. Import or create an invitation flow.
    Import an existing user journey- flow
    IBM’s Verify resources library contains reusable sample flows that can be imported into flow designer and adapted for onboarding needs. These sample flows demonstrate multi‑step registration patterns.
    1. Click Import.
    2. Select your .json flow file.
    3. The imported flow will appear in your list for editing.
    Create a new invitation flow
    1. Select Create flow.
    2. Enter a Flow name.
    3. Click Create to open the flow canvas.
      You will configure the steps for this flow in the next section.
  3. Build or customize the invitation steps.
    An invitation workflow includes the following tasks:
    Validate the invitation link
    Use a validation task or decision point to confirm:
    • The invitation token is valid.
    • The invitation has not expired.
    • The user is associated with the correct organization.
    Complete any required registration or profile-completion steps
    Many organizations require users to:
    • Set a password.
    • Enroll in Multi-factor Authentication (MFA).
    • Provide basic profile attributes.
    • Accept terms or policies.
    Redirect the user to the appropriate post-invitation destination
    Destinations such as:
    • The IBM Verify application.
    • The organization's dashboard.
    • A completed onboarding confirmation page.
    Note: You can use flow designer's redirect options at the end of the flow.
  4. When the workflow is configured, click Publish.
  5. Copy the Published trigger URL.
    This URL is used in your email invitation templates, links, or application onboarding flows.
  6. Generate a test invitation and follow the link in a private browser session.
    Use Trace view to validate the steps, including invitation validation, organization assignment, and any registration or profile‑completion logic.
  7. Configure email invitations to point to the workflow.
    In your Verify email templates or external systems (e.g., CRM, partner portal), include a link such as: 
    https:///v1.0/flows//start?invitation=
    This ensures the invited user enters the correct onboarding flow.

Results

You have completed the set up for an invitation work flow.

What to do next