Invite New Members

1. At the Invite People panel, select the Add Multiple Members tab.
   
2. Tap the Browse button to find the CSV file on your local computer. See CSV Tips below.
   
3. Enter a Group Name for this set of people.
   
4. Select the frequency of invitation reminders (these are emailed only to those members who have not yet accepted or declined the invitation):
   
1. Never. Automatic reminders are not sent. You can manually send invitations as needed.
   
2. Daily. Automatic reminders are sent multiple times per week; you have the option to choose every 1, 2, 3, or 4 days.
   
3. Weekly. Automatic reminders are sent once per week; you have the option to choose which day of the week (Monday – Sunday) the reminder should be sent.
   
5. 
   
   Once all the information has been entered, the top Invite button can be selected. Tap this button to submit your request.
   
6. You will see a confirmation message showing which people were successfully sent an invitation. If any error prevented an invitation from being sent to an individual, that person’s name and an explanation of the error will be shown at the bottom of the confirmation message. Use this information to make adjustments when attempting to resend an invitation to that person.
   

A group allows you to better manage invitations. Groups are different from teams. Groups help add people more efficiently so that members can construct their working teams.

• You create the CSV file using your preferred spreadsheet software.
  
• A template available by tapping "Download CSV Template" under the Add Multiple Members tab.
  
• The CSV file must have these column headers: “first_name”; “last_name”; “email”.
  
• If any of these column headers are missing or mislabeled, the upload will receive an error.
  
• Columns of data with any other heading will be ignored but will not prevent the upload from being processed.
  
• The CSV file type should be UTF-8 encoding. This is the default for the template download.
• If you receive an error message when submitting a CSV Upload, first check that you’ve followed the guidelines listed above.
  
• If your CSV upload does not submit properly but you do not receive an error message, check each entry in column C for a blank space (" ") at the end of the line; this is likely the cause of this problem.
  

1. At the Invite People panel, make sure you are at the Add a Member tab (default selection).
   
2. Enter the first person’s first name, last name, and email address.
   
3. Once all three fields are entered, tap the Add button to add the person to the Invite list. Once at least one person has been added to the Invite list, the bottom Invite button can be selected.
   
4. As needed, you can add more people to the Invite list using steps 1 and 2.
   
5. When all new people have been added, tap the Invite button to submit your request.
   
6. You will see a confirmation message showing which people were successfully sent an invitation. If any error prevented an invitation from being sent to an individual, that person’s name and an explanation of the error will be shown at the bottom of the confirmation message. Use this information to make adjustments when attempting to resend an invitation to that person.
   

• 
  
  If you have many entries in the Groups list, you can filter the results either by typing a group name in the Name filter or by selecting a starting and/or an ending date in the From and To filters, respectively.
  
• Select a group name to open the Group Summary panel, which lists the status of every invitation sent as part of that group—either “Pending,” “Accepted,” "Expired," or “Declined.” If pending, expired, or declined, you have the option to manually send an invitation to that person, regardless of the automatic invitation frequency set for the group.
  
• From the Group Summary panel, click the Edit link to the right of the group name to open the Edit Group panel. Here, you can update the group name or change the frequency that automatic invitations are sent. Click the Done button to return to the Group Summary panel.
• At the Edit Group panel, you can also add new people to be invited through this group, update the email addre or remove a person from the group who has not yet accepted the invitation (this invalidates the invitation). Click the Done button to see a confirmation of your changes and to return to the Group Summary panel.
  

1. Every time you tap Resend Invitation in the platform, a new email invitation will be sent, invalidating any old invitations that were previously sent.
   
2. When attempting to use an invalid invitation, the person will see this error message when the platform opens: “Not Found. Please contact the person that sent it to you and request a new invitation to connect.”
   
3. Pending invitations are automatically invalidated after 30 days of inactivity.
   
4. When an invitation expires or if the person actively declines the invitation, the license used for that invitation is automatically returned to your "Licenses Available" pool for future invitations.