Generate a Shareable Partner Invitation Link

Last updated: August 7, 2026

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

Contents

  • Before you start

  • Suggested outreach language

  • Generate a shareable partner invitation link

  • Track active links and signups

  • What partners will see

  • Need help?

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.

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,

Generate a shareable partner invitation link

  1. Go to Settings at 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, or No expiration.

  6. Click Generate Invite Link.

📹 Walkthrough: How to Generate a Shareable Partner Invitation Link

Track active links and signups

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

  • Creation date

  • Days until expiration

  • Number of signups

What partners will see

  1. The partner opens the link and lands on a signup screen.

  2. They enter their name and email.

  3. They confirm via email to accept the invite and connect their network (a security step to ensure they log in with the same email they signed up with).

  4. After accepting, they're directed to setup instructions for adding their LinkedIn network.

Need help?

If you're having trouble generating or sharing a partner invitation link, contact support@usecentralize.com for assistance.