Group Members / Users


 

Add/Invite Users: Invite Users

Who can use this feature?

Network_Admin.png Slash.png Location_Admin.png Slash.png Full_Group_Admin.png

 

 

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 others 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
    Select_a_Group.png
  3. Select Group Members on the left-hand side
    Group_Members.png
  4. Click Add Members
    Add_Members.png
  5. Enter a new user's email address
    Enter_Email_Address.png
  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_Email.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_as_Default.png
  9. Hit Add to confirm and send emails
    Add_Email.png

The user(s) will receive an email invitation to join your CivicReady group. 




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