Invite a contact

Connecting with someone on SOTRU starts with an invitation. Here's how to send one — whether you're connecting with a business or an individual.

Go to Contacts

Open Contacts from the sidebar

Click Contacts in the left sidebar. If you haven't added anyone yet, you'll see an empty state with a prompt to create your first connection.

Empty Contacts page — Your contacts list starts empty. Create your first connection with the button at the top-right.

Click Create to start an invitation

Click the Create button in the top-right of the Contacts page.

Create invitation tooltip — The Create button opens a dropdown to choose the type of invitation.

Choose Business or Individual

Select whether you're inviting a Business or an Individual.

Business vs Individual invitation selector — Business invitations link to the contact's organisation. Individual invitations are person-to-person.

Business — use this when you're expecting to connect with an organization. Once connected, you’ll be able to request business related credentials, and engage in other business related activities.

Individual — use this when you're expecting to connect with a person directly. Once connected, you’ll be able to request person related credentials, and engage in other person related activities.

Send the invitation

Enter the contact's name

Type the name of the business or individual you're inviting. This is just for your own records — it's how they'll appear in your contacts list.

Business contact name entry — Enter the business name. For individual invitations, enter their full name.

You can also attach an onboarding checklist to the invitation — toggle it on before clicking Create Invitation and select the template you need. The checklist is sent automatically when your contact accepts. See Send an onboarding checklist for details.

Choose how to share the invitation link

SOTRU generates a unique invitation link. You can share it in two ways:

Invitation URL and email options — Copy the link and share it yourself, or enter an email address and SOTRU will send it.

Option A: Copy the link

Copy the invitation link

Click Copy link. Paste it into an email, WhatsApp, Slack — wherever you communicate with your contact. The link is unique to this invitation and does not expire.

Invitation link copied confirmation — The link is copied to your clipboard. Share it with your contact however you like.

Option B: Send via email

Enter the email address and send

Type your contact's email address in the field and click Send Email Invitation. SOTRU will send them an email with the invitation link.

Email invitation sent confirmation — SOTRU sends the invitation email directly. Your contact will receive it within a few minutes.

Note

If your contact doesn't receive the email within a few minutes, check their spam folder before resending.

What happens next

Once your contact clicks the invitation link, they'll:

Sign in to SOTRU (or create an account if they're new)
See the connection invitation from you
Accept and name you in their contacts

You'll receive a notification when they've accepted. The contact will then appear in your Contacts list.

Accept an invitation