As a Group Admin or Owner, you control who joins your group and how they're brought in. Email invitations keep the process simple and the group secure. Whether you're adding new members or giving existing users admin privileges, this guide walks you through each step.

Step 1: Access the 'Members' Tab

  • Log into your account as an Admin or Owner.
  • Navigate to the 'Members' tab within your Group.

Step 2: Begin the Invitation Process

Within the 'Members' tab, locate and click the 'Invite Members' button.

Step 3: Provide Invitation Details

After clicking the 'Invite Members' button, enter the name and email address of the person you wish to invite.

Step 4: Grant Admin Privileges (Optional)

If you are an Admin, you may choose to grant the invited member admin privileges, giving them greater control and access within the Group.

Step 5: Send the Invitation

  • Once all the necessary information is entered, click the 'Invite' button to send the invitation.

Understanding the Invitation Process

Once the invitation is sent, the recipient will receive an email and encounter one of the following scenarios:

Scenario A: New User or Not Yet Part of the Client Portal

  • The recipient will receive an email with an "Accept Invite" button.
  • Clicking this button will direct them to a "Set Password" page to create their account.

Scenario B: Existing Member with Login Credentials

  • The recipient will receive an email with an "Accept Invite" button.
  • Clicking this button will use a magic link to immediately log them into the Group.

📌 Important Note: The invitation link in the email will expire after 30 days for security purposes. The recipient must accept the invitation within this timeframe.

These steps make it straightforward to manage your group membership, whether you're onboarding new members or assigning admin roles.

Frequently Asked Questions (FAQs)

Q: Can I invite multiple people at once using this method?

  • Yes, you can invite multiple individuals by entering their email addresses consecutively during the invitation process.

Q: How can I revoke an invitation if necessary?

  • Currently, the system does not support revoking invitations. However, you can follow up with the recipient and ask them not to accept it.

Q: Can I customise the invitation email message?

  • At present, the email invitation message is standardised and cannot be customised.

Q: Can I grant admin privileges to the invited member later if I initially choose not to?

  • Yes, Admins can modify member roles and grant admin privileges at any time after the invitation has been accepted.