To send invites to members of your organization to your QuotaPath Workspace, go to the 'Members' page on the left hand navigation menu.
If you would like to send invites to all members with a ‘Pending’ status, you can click the 'Invite X Pending' button located on the top right of the member table. This will send an invite email to all these applicable members at once. Note: there is no way to rescind invitations once you've sent them, other than archiving or removing the user.
Another option is to individually invite by clicking the 3-dot menu icon on the far right hand side, and select 'Send invite'. This will trigger an automated email to that specific member inviting them to login to the workspace. They will be prompted to set up a password and provide their profile details upon first login.
You will only be able to send invites for members showing a pink 'Pending' status under their name. If a member shows a pink 'Invite Sent' status, you can also select 'Resend invite' to trigger another email.
There is no way to send another invite for a user who has logged in but perhaps lost the link or their password. If they need to reset their password, you can send them the workspace URL, and upon hitting the login page, there is a "Forgot password" option.
Additionally, you can send the invite email upon adding the member. If you click the green Add Members button in the top right of the Members page, and input the email for the user you are adding, you can then toggle on the "New Workspace Member Email Notification" setting. If the toggle shows green with a check, that means the workspace member you are adding will immediately receive their email invite. This toggle defaults to being off, so if you are not ready to send invites for the users you are adding, simply ignore the toggle and finish by clicking Add Members.
