Inviting a User to the Application
- Login to the app as either a team admin, app admin, or a super admin
- Click on the invite tool icon located in the app header at the top right.
- Fill in the user email address. If you want to invite multiple users at once, click on the 'Add more +' button to add in additional users.
- Fill in the user information - email address, first name, last name
- You can choose to make the user a room owner as well as determine their account permissions
- Add the user to a set of 'rooms' or 'groups' by selecting from the dropdown
- When you are finished setting up the necessary user information, select the 'Send Invites' button. This will send the user a 'Welcome to the application' email. From the email, they can then verify their account, set a password, and login.
We recommend having your email security add [email protected] to your global permitted senders list. If users are not receiving emails, please make sure the above email address is added to the security list.
What to do if the user doesn't receive the email
- Have the user check their junk mail folder
- Have the check their spam filter or hold queue
- For any users using Gmail, have them check the Important and Spam folders. These folders can be found by expanding the more option on the Gmail menu bar
- If possible, have the user add [email protected] to their safe senders list and resend the password reset email.
If all of the above have failed and the user is still having problems, please contact [email protected]. When contacting support please provide the users email address, member ID if possible, and any errors the user is receiving.