Generate a shareable invitation link to onboard partners without sending individual email invites. You can set an expiration and track signups from Settings.

Before you start

• You’ll need access to Settings.
• Only users with Admin or Owner roles can create partner invites.
• Share the link only with partners you intend to onboard.

Suggested outreach language

Use this when reaching out to an exec or advisor to get them connected. Goal: get them set up in under 3 minutes so you can ask for warm intros into your target accounts.

<aside> ✉️

Template message

Hi [Name],

I genuinely value your network and I'd love to put it to work in a meaningful way.

I’m hoping to tap into your connections to open doors on a few accounts I’m working. Here’s how it works: you connect your LinkedIn through a quick signup, Centralize pulls in your 1st-degree connections, and I can see who in your network can make an intro. I’ll only come to you when there’s a specific, worthwhile ask.

Takes about 3 minutes: [INSERT YOUR INVITE LINK]

Thank you so much,

</aside>

Generate a shareable partner invitation link

1. Go to Settings: app.usecentralize.com/settings
2. Open the Users tab (top right).
3. Click Invite Partner.
4. Switch to Shareable Link.
5. Choose a Link Expiration:
   • 7 days
   • 30 days (default)
   • 90 days
   • No expiration
6. Click Generate Invite Link.

Track active links and signups

After you generate a link, active links appear below the Shareable Link toggle, including:

• Creation date