Overview of the Invite Link
Our Invite Link allows you to invite customers to authorize data access by delivering an in-browser experience without any frontend code. The Invite Link is a unique and secure URL that needs to be sent to your end users.Benefits of using the Invite Link:
- Fast proof of concept of RootFi without making any frontend changes, such as embedding the Connect SDK into your application
- Your users can authorize integrations without logging into your application i.e sending URLs via email
Generate Invite Link
An Invite Link can be generated in two ways:- From your RootFi dashboard (No-code and beginner-friendly)
- Programmatically via API (Intermediate)
Via the RootFi Dashboard
You can initialize an Invite Link from the RootFi Dashboard in three easy steps.- Navigate to Companies in the left navigation
- On the top right corner of the page, click the Invite a Company button
- Click Generate URL, and copy the URL