Task 4: Invite New Members

Last Updated: Nov 20, 2015 08:33AM PST
The lifeblood of your program is your Members, and you can get them involved and excited by inviting them into the program. When logged in as a Manager, click the Members tab to go to your Registered Members list. Click the Create & Invite User button to start inviting members.



Inviting Members is very easy. Just put in their first and last names, and their email address. That's all that's required. Scroll down and click the Create button.



There are several advanced settings that you can adjust as needed. You can set the Division* that the member will be part of. You can decide if the member will be authorized to share posts, or give them Manager rights. You can decide if they will receive notifications from the platform immediately, or only after they've signed in. And finally, you can decide if you'll send them an invitation email, and even include a personalized message.

* Divisions are a feature exclusive to our Enterprise customers. Please contact your salesperson if you'd like information on upgrading to the Enterprise features.



Once the member is invited, they will receive an email similar to the one shown here, but with your own branding. All they need to do is click the Accept Invitation button to get started.

They're also encouraged to download the mobile app so that they can share your company's content no matter where they are.









 

Need to invite multiple members at once? Click the down arrow on the Create & Invite Member button, and choose Bulk Create Users.



You'll have several options for importing members into the platform. You can Upload a text or .CSV file, or you can copy and paste a list from Excel, Outlook, or Gmail.



 
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