> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Sign-up links

> Share a link or code that connects a registering company to your organisation as its advisor.

A **sign-up link** is a shareable link (or the short code inside it) your organisation
creates from the **Clients** page. Put it in a newsletter or an email: a company that
registers with it is connected to you as its advisor from the moment its organisation is
set up, with the access you chose when you created the link. There is no request to send
and nothing for the client to approve afterwards, because the client agrees at sign-up,
on a screen that names your organisation and the access it receives.

Any member of your organisation can create, copy and revoke sign-up links.

## Creating a link

Open **Clients** and select **Sign-up links**, then **Create sign-up link**. The dialog
reads *"A company that registers with this link or code is connected to your organisation
as its advisor, with the access you choose here."*

| Field                       | Required       | Notes                                                                                                                                                        |
| --------------------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Name**                    | Yes            | For example *Newsletter September*. The "?" helper explains: *"A friendly name so you can track this link. Only your organisation sees it."*                 |
| **Read-only access**        | On by default  | *"Can view the client's profile, evaluations and reports."*                                                                                                  |
| **Evaluation write access** | Off by default | *"Can also run and edit the client's evaluations."* Turning it on also turns read-only access on.                                                            |
| **Valid for**               | Yes            | **7 days**, **30 days**, **90 days** (the default), **1 year**, or **No expiry**. *"The link stops working after this; you can also revoke it at any time."* |

The code itself is always generated for you — 8 letters or digits, unique to your link —
and links have no cap on how many companies may register with them.

Select **Create link**. The dialog then shows **Sign-up link ready** with the **Link** and
the **Code**, each with its own **Copy link** / **Copy code** button, and when the link
expires. Share either: the link takes the person straight to sign-in with the code
remembered, and the code on its own can be typed during set-up.

<Note>
  Your plan includes a number of active sign-up links at once (see
  [Plan and usage](/accounts/plan-and-usage)). Revoking a link, or a link expiring, frees
  its place. If you reach the limit you'll see *"Your organisation has reached its limit
  of active sign-up links. Revoke one you no longer need or contact support to raise it."*
</Note>

## What the client sees

* Following the link opens the sign-in screen with the notice **Advisor sign-up code
  applied. It will be used when you set up your organisation.** Someone already signed in
  to an existing organisation lands on **Organisation → Advisors** instead, where **Enter
  advisor code** opens with the code pre-filled.
* On **Set up your organisation**, the optional **Advisor code** field is pre-filled and,
  under it, the screen names you and the access you'll have, for example *"\[Your
  organisation] will be connected as your advisor with read-only access."* The person can
  clear the code before continuing, or type a code they were given instead.
* A code that can't be used says why: *"We don’t recognise that code. Check it and try
  again."*, *"That code has expired."*, *"That code has been used up."* or *"That code is
  no longer active."*
* Someone joining an organisation that already exists sees the carried-over code, who it
  connects and with what access, and can select **Remove code**; it's applied only if
  they join as an owner or admin — otherwise, and whenever the code can't be checked or
  used, it isn't applied and an owner or admin can enter it later with **Enter advisor
  code** on **Organisation → Advisors** (see [Partnerships](/advisors/partnerships)).

Once the company completes set-up it appears on your **Clients** page as
**Connected-Active**, and on the client's **Advisors** page as **Active**. Everything
else about the partnership works as usual: the client can change your access or revoke
it at any time.

## Managing your links

The **Sign-up links** page lists every link you have ever created, newest first, with its
**Code**, **Label**, **Access granted**, **Status**, **Uses** (shown with the maximum when
an older link has one set), **Expires**, **Created** and **Created by**. Search by code or label and filter
by status; every status is shown by default:

| Status      | Meaning                                                                     |
| ----------- | --------------------------------------------------------------------------- |
| **Active**  | Can be used now.                                                            |
| **Used up** | It has reached its maximum uses (older links only; new links are uncapped). |
| **Expired** | Its validity period has passed.                                             |
| **Revoked** | You revoked it.                                                             |

Each row offers **Copy link**. Any link that is not already revoked also offers
**Revoke**; the dialog asks **Revoke sign-up link \[code]?** and explains *"It stops
working immediately. Companies already connected through it keep their connection."*

## Related

<CardGroup cols={2}>
  <Card title="Adding a client" href="/advisors/adding-clients" icon="user-plus">
    The other ways to bring a client on: connect by domain or create a workspace.
  </Card>

  <Card title="Partnerships" href="/advisors/partnerships" icon="handshake">
    Consent, permissions, and how a partnership ends.
  </Card>
</CardGroup>
