In order to invite someone into your accept an invitation into an organization follow these steps:
- Go to your organization dashboard area and select Members from the Administration area from left menu.
- If your organization has multiple departments, select the department you want to invite the user into.
- Click on the Invitations tab. From here use the Invite button from top right to invite one or more users to become members. When you click on the button, a popup displays for you to either:
- Invite one person to enter join
The screen below provides fields for entering the invitee’s email address and first and last name.
- Invite multiple persons to join
Multiple persons may be invited at one time. The example below shows the screen for entering the invitee information. Place a comma between each email address.
- Invite one person to enter join
- After filling the required information in the popup, click on the Send invite button. All the persons invited will receive an email to accept the invitation.
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1. Go to inbox and find the invitation email. It will look very similar to the one below.
2. Click the Join Now button. A new page will open where we will start the process of creating an account.
3. Next, click the Sign up button. You will be redirected to a screen where you will be asked to enter your name, choose a password and set up a security question.
4. After filling all the details and clicking the Sign up button, a six-digit confirmation code will be sent to your email. Enter the code into the form to verify and activate the account.
5. After the account is activated one last step is to login into the newly created account by typing your password.
6. And finally, a confirmation screen that you have successfully joined the organization.
