Communities: How to Invite People via Email

Group Admins and Owners who invite members to join their groups via email, simplifying the invitation process and enhancing group collaboration.

Steps to Invite Members via Email

Step 1: Navigate to the 'People' Section

1. Log into your account as an Admin or Owner.

2. Head to the 'People' section under your Group's settings.

Step 2: Start the Invitation

1. Within the 'People' section, find and click on 'Invite Member.'

Step 3: Fill in the Invitation Details

1. Click the 'Invite' option to begin.

2. Enter the invitee's name and their email address.

Step 4: Optionally Grant Admin Rights

1. Admins have the option to give the invited user admin privileges, allowing them broader access and control within the group.

Step 5: Send the Email Invitation

1. Once all details are entered, click 'Invite' to send out the invitation.

What Happens After an Invitation is Sent

Scenario 1: New User or Not Part of the Client Portal

• The recipient will receive an email with an "Accept Invite" button.

• Clicking this button will direct them to a page where they can set up their password and create their account.

Scenario 2: Existing User with Credentials

• If the invitee already has an account, clicking "Accept Invite" will take them directly to the Group through a magic link.

Note: The invitation link expires after 30 days. Ensure the invitee accepts the invitation within this timeframe to maintain security.

Overview for Group Admins and Owners

This guide simplifies the process of inviting members through email, whether they are new or existing users. It’s important to act within the given time frame to ensure the link's validity.

Frequently Asked Questions (FAQs)

• Who can use this email invitation feature?

  • Group Admins and Owners can utilize this feature.

• Is it possible to invite multiple people at once?

  • Yes, you can send multiple invitations by entering each email address individually.

• Can I revoke an invitation after sending it?

  • Currently, there’s no option to revoke an invitation. You may need to communicate directly with the recipient to disregard the invite.

• What if the invitation isn’t accepted within 30 days?

  • The link will expire, and you’ll need to resend the invitation if not accepted in time.

• Can I personalize the email invitation?

  • At the moment, the email message is standard and cannot be personalized.

• Can admin rights be granted later if not initially provided?

  • Yes, admin rights can be assigned at any time after the invitation has been accepted.