How do I invite community members?
First select Community Manager from your "Tools" dropdown menu.
Invite new users by clicking the blue Invite box in the Community Manager. Remember, only the manager of a community can invite new members to the community.
You can invite members individually via email or you can upload a .csv file (like a spreadsheet).
1) Via Email option
- This sends an email invite(s) to the people listed in the dialog (see image below):
Note: Make sure to ID the correct permissions under the "Authority" column based on the role you wish the user to take on in the platform. (e.g. Student, Coach, App Author, etc.)
2) Upload .csv option
- A sample file is available for download which can be used as a reference
- This option offers couple more ways of adding users to the community
- Invite - Similar to email option. As soon as the csv is uploaded, an email invite is sent to all the users
- Add - This action adds users to the community but users are not activated. The users are activated when they access the login link placed on the customer's web portal or through SSO
- Add and Invite - This option combines both the above listed actions. It adds users to the community and then sends out an invite
Community members can recommend that friends and colleagues apply for membership, but can not directly add them to the group.