Send Invite

  1. On the Management Console,
    By default, the
    Members
     tab is selected. Click
    Invite Members
     on the top right corner.
    Invite Members - Members Tab
    OR
    Click the
    Invited Members
     tab, then click
    Invite Members
     on the top right corner.
    Invite Members - Invited Members Tab
  2. Enter the member’s email address in the text field. You can either type or copy and paste multiple email addresses separated by a comma (,), space or semicolon (;). After adding the email(s), click
    Next
    .
    Email Address
    NOTE: Invitations can be sent to a maximum of 50 email addresses at a time.
  3. Select one or more roles for the member(s). This is optional. If roles are assigned in the invite, they will be automatically assigned when the user accepts the invitation and joins the organization. Alternatively, members can be added to the organization without any roles assigned; once they accept the invite and join the organization, roles can be assigned from the Management Console. Click
    Next
     to continue.
    Select Roles
    NOTE:
    • You can use the search bar to find a specific role.
    • At a time, up to 75 roles can be selected.
  4. Confirm the email addresses and the roles selected.
    Preview - Email Addresses And Roles
  5. Click
    Send Invites
     to send an email invite to the specified members.
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