Users that are a Team Member user or are Hub admin in a Hub are able to send invites:
Refer to the guidance below on user types for more deeper information on Hub roles. Invites cannot be sent without choosing a user type.
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.
- Add invitee’s email addresses to a blank spreadsheet file in the first column:
- Save the file using the CSV format option:
- Open the invite panel and select the ‘Mass Invite’ tab, then upload the new CSV file:
- Choose the user type for the invitee list, then press [Send Invites]
Users that are a Team Member user in a Hub are able to access Hub invite links for blanket registration invites. This feature is useful for onboarding large numbers of users.
Registration links are accessed by pressing Contacts (1), select the Hub from the dropdown (2), and then choose the Registration tab (3):
Registration links are disabled by default - make sure you untick the Disabled marker before using them. Refer to the guidance below on user types for more deeper information on Hub roles.
Below is an example message that an unregistered invitee will receive when you invite them: