When a user is added to the platform, either individually or via CSV import, the default behaviour is for them to be invited to login automatically. Be sure to untick the “SEND INVITATION” option if you want to invite them later.

To invite users at a later date select “Manage > User and Groups” from the top menu. Then follow the directions below depending on whether you are inviting multiple or individual users.

Invite multiple users

If there are any users who have not been invited or have not yet logged in, then an “INVITE USERS” button will be shown at the top of the Manage Users and Groups page. 

When you click the “INVITE USERS” button, a dialogue box will open showing a dropdown of options, an example of the invitation email which will be sent and asking you to confirm the action. You can also choose to add a custom message as well if you wish.

The dropdown will list two options that will determine which users are sent invitations. Selecting “Users who have never been invited” will result in invitations being sent to users that have never received an invitation from the organisation. Selecting “Users who have never logged in” will send an invitation to users that have never logged into the organisation before, and will occur regardless of whether they have already been sent an invitation.

Invite individual users

To send an invitation to an individual user rather than inviting all uninvited users (or if you need to send someone a repeat invitation) you can select the user from the Manage Users and Groups page and click the “SEND INVITATION” button on the user’s profile page. In the dialogue box that appears you will be shown an example of the invitation email that will be sent. You can also choose to add your own custom message at this point. Then select the “SEND INVITATION” button to confirm.