Inviting People via Email

Step 1: Access the 'People' Tab

• Log in to your account as an Admin or Owner.

• Navigate to the 'People' tab within your Group's settings.

Step 2: Initiate the Invitation Process

• Locate the 'Invite Member' button, typically found within the 'People' tab.

Step 3: Enter Invitation Details

• Click the 'Invite' button to initiate the invitation process.

• You will be prompted to provide the name and email address of the person you wish to invite.

Step 4: Grant Admin Privileges (Optional)

• As an Admin, you have the flexibility to grant admin privileges to the invited member. This will bestow enhanced control and access within the Group.

Step 5: Send the Invitation

• After entering the necessary information, click the 'Send Invite' button to send the invitation.

Invitation Flow

Once the invitation is dispatched, the recipient will receive an email with the following behavior:

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

• If the recipient has never signed up for the platform or is not part of the client portal, they will find an "Accept Invite" button in the email.

• Clicking this button will redirect them to a "Set Password" modal where they can create their account.

Scenario B: User Is Already a Member with Login Credentials

• If the recipient is already a member with login credentials, clicking the "Accept Invite" button will instantly redirect them to the Group using a magic link.

Important Note:

The invitation link included in the email will expire after 30 days for security reasons. Ensure that the recipient accepts the invitation within this timeframe.

FAQ's

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.