How do members get added to the group?

To enable members to join your group, you must provide them with a unique URL specific to the group within your community. This URL will direct them to a customized page where they can sign up and create a profile shared across all the groups within the community. Here's a detailed version of the process:

Invite Potential Members: You can send personalized invitations via email, SMS, or other communication platforms, providing potential members with the group's unique URL.

Joining the Group: Members can click on the provided URL, leading them to a dedicated page where they can join the group.

Please Note: Members can join multiple groups within the community based on their interests, preferences, or professional needs, fostering a more dynamic and interactive community experience.

Send an email or SMS to potential members, providing them with the group's URL and inviting them to join.

2. Members can click on the client portal provided URL, leading them to a page where they can join the group.

Upon clicking "Join Group," they will be redirected to signup for the group.

Once they sign up or log in, they gain access to the client portal and can choose to participate and engage in the group within the community.

Inviting People via Email

Step 1

Log in to your account as an Admin or Owner.
Navigate to the left side and locate Invite Members button.

Step 2: Initiate the Invitation Process

Click on the 'Invite Member' button

Step 3: Enter Invitation Details

You will be prompted to provide the name and email address of the person you wish to invite.

Step 4: Grant Admin Privileges (Optional)

As an Admin, you have the flexibility to grant admin privileges to the invited member. This will bestow enhanced control and access within the Group.

Step 5: Send the Invitation

After entering the necessary information, click the 'Invite' button to send the invitation.

Invitation Flow

Once the invitation is dispatched, the recipient will receive an email with the following behavior:

Scenario A: User Has Never Signed Up or Is Not Part of the Client Portal

If the recipient has never signed up for the platform or is not part of the client portal, they will find an "Accept Invite" button in the email.
Clicking this button will redirect them to a "Set Password" modal where they can create their account.

Scenario B: User Is Already a Member with Login Credentials

If the recipient is already a member with login credentials, clicking the "Accept Invite" button will instantly redirect them to the Group using a magic link.

Important Note:

The invitation link included in the email will expire after 30 days for security reasons. Ensure that the recipient accepts the invitation within this timeframe.

How to share invite link

Admins and Owners now have the ability to share unique invite links from the invite page. Follow these steps to share an Invite Link:

Step 1: Navigate to the group.
Step 2: Click on the 'Invite' member option below settings.
Step 3: Copy the invitation url and share.

Step 4: Share the link through various communication channels, both within and outside the system. This means you can send it through email, messaging apps, social media, or any other preferred method.

Invited Members

For members who receive an invitation via an invite link, here's what to expect:

Step 1: Click on the invite link you received.
Step 2: A personalized pop-up modal will appear.

In this modal, you have the following options:

Option 1: Sign up for a new account if you are not already a member.
Option 2: Log in with your existing credentials if you are a registered member.
Note: It's important to note that even when using invite links, the standard approval process still applies for private groups. This ensures that only approved members gain access to the group, maintaining its security and integrity.

FAQs

Who can use the email invitation feature?

The email invitation feature is available to Admins and Owners of the Group.

Can I invite multiple people at once using this method?

Yes, you can invite multiple people by entering their email addresses one after the other in the invitation process.

What happens if the recipient does not accept the invitation within 30 days?

The invitation link included in the email expires after 30 days. If the recipient does not accept within this timeframe, you will need to resend the invitation.