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Sending Hub Invites

Users that are a Team Member user or are Hub admin in a Hub are able to send invites:

Individual invites

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Refer to the guidance below on user types for more deeper information on Hub roles. Invites cannot be sent without choosing a user type.

 
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If the invite button is disabled, this means you do not have invite or admin permission for the Hub - request permission from the Hub admin or request that a user be invited. Remember, you can always ask the person who invited you!

Mass invites

Mass invites are useful for inviting batches of users to a Hub. This is done by adding the invitee list to a spreadsheet file (saved in CSV format) and uploading the file to the invite panel.

 
  1. Add invitee’s email addresses to a blank spreadsheet file in the first column:
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  1. Save the file using the CSV format option:
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  1. Open the invite panel and select the ‘Mass Invite’ tab, then upload the new CSV file:
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  1. Choose the user type for the invitee list, then press [Send Invites]
 
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For circumstances where a group of invitees should be Team member and another group should be External member, create two separate CSV list files.
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Invitees who are not registered will automatically be send an invite via email when you add them to a Hub. Invites sent to an email ID that is associated with a current DekkoSecure account will be added to the Hub immediately.

Share files with an unregistered user

Need to share with someone who doesn’t have a DekkoSecure account! The share-and-invite feature makes this easy - no separate invites required.

  1. Upload the files, select them, and press Share
  1. Add the email addresses of the users that need access
    1. Users that are new to DekkoSecure (and new to the Hub) will be marked with (New to this Hub)

  1. Set the appropriate access permission and user type (Team or External) and then press share. Your invitee will be able to access shared files after they create an account using their invite.
 
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Tip: if the sharing menu doesn’t allow you to share with users who aren’t members of the selected Hub, this means the share-and-invite feature has been disabled by your organisation admin. If this is the case, send the unregistered user an invite before sharing or ask your Hub administrator to send an invite if you don’t have permission.

Invitee user types

Hub member - Team Member

Can:

  • See other users Team Member users in the Hub contact list
  • Share files with, request signatures from, and message other Team Member users in the Hub
  • Share files with, request signatures from, and message External Member users in the Hub
  • Invite users to the Hub (if given permission by their inviter)

Cannot:

  • Access other in-Hub user’s content (files and messages) unless content is shared with them explicitly
  • Access Hub admin controls

Hub member - External Member

Can:

  • See Team Member users in the Hub contact list
  • Share files with, request signatures from, and message Team Member users in the Hub

Cannot:

  • See External Member users in the Hub contact list
  • Share files with, request signatures from, and message External Member users in the Hub
  • Access Hub admin controls
  • Invite users to the Hub
  • Access other in-Hub user’s content (files and messages) unless content is shared with them explicitly
  • Access Hub admin controls

Note: The ability to upload files to the root of a Hub can now be disabled for users with the External member type. This means that when the policy is turned on, Externals will only be able to upload files into folders where they have been granted permission, and nowhere else.

Member Visibility

This graphic is a simple representation of who can see who (and who can share with who) in a Hub, based on their membership type. If a Team member shares a file with two Externals, neither external will know that the other has received the file (similar to BCC on email).

 
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Invite example

Below is an example message that an unregistered invitee will receive when you invite them:

 
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If your DekkoSecure administrator has added an invite message appendix via a tenancy policy, the message will appear at the bottom of your invite.
 

Invite delivery troubleshooting

If your invitees can’t find your invite(s):

First - double-check if the invitee’s email address has been entered correctly. To remove any doubt, the best method is to copy and paste the address from your mail client.

Invitees should check their spam/junk folder or the “Other” inbox in Outlook. DekkoSecure invites are sent from the address noreply@dekko.io.

If the invite cannot be found then your invitee will need to check if the DekkoSecure system notification address are being blocked by their IT administrator. If this is the case and it has been rectified you will need to re-send your invite.

If any issues persist please create a support ticket - our support team will be able to investigate whether your invites are being blocked.

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