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How to Invite Members to Your Group via Email

This guide is designed for Group Administrators and Owners who want to invite individuals to join their Group through email invitations. This feature makes it easier to invite people via email and enhances collaboration within the group.

Inviting People via Email

Step 1: Access the ‘People’ Tab

  • Start by logging into your account as an Admin or Owner.
  • Next, go to the ‘People’ tab in your Group’s settings.

Step 2: Begin the Invitation Process

  • Inside the ‘People’ tab, look for the ‘Invite Member’ button.

Step 3: Provide Invitation Details

  • Click the ‘Invite’ button to get the invitation process started.
  • You’ll need to enter the person’s name and the email address of whom you want to invite.

Step 4: Grant Admin Privileges (Optional)

  • If you’re an Admin, you can choose to give the invited member special admin privileges, which provide them with more control and access within the Group.

Step 5: Send the Invitation

  • After filling in the necessary information, click the ‘Invite’ button to send the invitation.

Invitation Process

Once the invitation is sent, the recipient will receive an email with these scenarios:

Scenario A: User Has Never Signed Up or Is Not Part of the Client Portal

  • If the person has never used the platform before or isn’t part of the client portal, they will find an “Accept Invite” button in the email.
  • Clicking this button will take them to a “Set Password” page where they can create their account.

Scenario B: User Is Already a Member with Login Credentials

  • If the person is already a member with login credentials, clicking the “Accept Invite” button will instantly take them to the Group using a magic link.

Important Note

  • The invitation link in the email will expire after 30 days for security reasons. So, make sure the recipient accepts the invitation within this time frame.

In a nutshell, this guide provides a straightforward way for Group Admins and Owners to invite members through email, whether they’re new to the platform or existing users. It also emphasizes the importance of acting promptly to ensure the invitation link remains secure.

Frequently Asked Questions (FAQs)

Q: Who can use the email invitation feature?

A: The email invitation feature is available to Admins and Owners of the Group.

Q: Can I invite multiple people at once using this method?

A: Yes, you can invite multiple people by entering their email addresses one after the other in the invitation process.

Q: How can I revoke an invitation if necessary?

A: Currently, the system does not support revoking invitations. You can, however, follow up with the recipient to request they do not accept the invitation.

Q: What happens if the recipient does not accept the invitation within 30 days?

A: The invitation link included in the email expires after 30 days. If the recipient does not accept within this timeframe, you will need to resend the invitation.

Q: Can I customize the invitation email message?

A: Currently, the email invitation message is standardized and cannot be customized.

Q: Can I grant admin privileges to the invited member later if I initially choose not to?

A: Yes, as an Admin, you can modify member roles and grant admin privileges at any time after the invitation is accepted.

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