Users that are a Team Member user or are Hub admin in a Hub are able to send invites:
Individual 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
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]
Registration links
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.
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).
Invite example
Below is an example message that an unregistered invitee will receive when you invite them: