Group Members / Users


 

Add/Invite Users: Invite Users

Who can use this feature?

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Overview

This article will show you how to invite users to your group. This option works best for users that do not already exist in your CivicReady system.

There are two other ways to add/invite users to your group:

We recommend that you upload a CSV file since this will give you the opportunity to make sure all you add all of your user's information at one time.

Instructions

  1. Navigate to Groups
    groups.png
  2. Select a group
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  3. Select Group Members on the left-hand side
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  4. Click Add Members
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  5. Enter a new user's email address
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  6. Hit Enter on your keyboard to confirm email address
    confirm_email.png
  7. Select Edit Welcome Email if you wish to make edits to the email
    edit_welcome.png
  8. (Optional) Edit the Name, Email, Subject, and Body Content of the Welcome Email
    Edit_Welcome_Email.png
    • Note: Select Save this as the default email template for adding members to this group to save your new version of the welcome message as the new default template
      save_email_template.png
  9. Hit Add to confirm and send emails
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  10. The user(s) will receive an email invitation to join your CivicReady group.



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