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Stranded Orgs Banner

What it meansโ€‹

The amber banner at the top of Ops โ†’ Clients reads:

N active client(s) have no portal invite. Activated โ‰ฅ 7 days ago with no invite sent โ€” clients have no way to log in.

An org is stranded when all of the following are true:

  • Its status is active
  • It was activated (last status change) at least 7 days ago
  • It has no OnboardingInvitation rows in pending or accepted status
  • It has no org_membership users whose account status is active (i.e. no one has ever completed portal login)

This happens when an AM clicks "Finish without sending invite" on Setup Wizard Step 4, intending to share the invite link via WhatsApp or Signal later, but then forgets.

The banner is advisory and non-blocking. A stranded org is fully set up and operational โ€” it simply means the client has no self-serve portal path yet.

What to doโ€‹

  1. Click Review in the banner.
  2. The modal lists each stranded org with its name, activation date, days active, and the assigned AM.
  3. Click Send invite on the relevant row. This navigates to the org's Step 4 invite generation page.
  4. From Step 4, either send the invite email directly or copy the invite link to share out-of-band.
  5. Once an invitation is sent (status pending) or a client logs in (user status becomes active), the org disappears from the stranded list on the next page load.

When the banner does not appearโ€‹

The banner is hidden when count = 0. It will also not appear if the /admin/clients/stranded API call fails (the request is non-blocking and fails silently so it never breaks the clients list).