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How to Send an Invite to an Existing User

If an administrator chooses to add a user manually without sending an invitation, the invitation can be sent at a later date when they are ready for users to sign on and complete what is required of them. This article will cover how to send this invite to any existing users.

To invite a user that has been manually added/imported to a site:

  1. Go to Manage Users.
  2. Locate the user in the list of users in your site.
  3. Hover your cursor over the user and click on the More Options icon in the far right column.
  4. Select Send Invite or Resend Invite depending on if you have already sent an invite to the user.
  5. You will be asked: Would you like to send an email invitation to this user?
  6. Select Yes.

To send an invite to multiple users at once:

  1. Go to Manage Users.
  2. Select the Users you wish to send the invite to.
  3. Click Actions.
  4. Click Send Invite.