Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info
titleNote

You have a group where you are a manager. Now, you want to invite people into your group, but it doesn't work? You need to properly set up the invitation workflow for your group.

This guide will show you step-by-step how to do it. You need to create two main items:

  • Notifications for the invitation
  • Application to your group



Section


Column
width30%

Step 1:

To create proper notifications, let's find your group and get to the Advanced setting of it. You will find the "Notifications" settings there. Click on it.


Column
width10%



Column
width60%





Section


Column
width30%

Step 2:

In the "Notifications" setting you have two choices:

  1. Copy the existing notification settings from any existing properly set Group you are already admin of → click on the grey button "Copy from Organization/Group..." and go to Step 2.1
  2. Create a new notification settings by yourself → click on the green button "Add..." and go to Step 2.2


Info

Note: You can modify it later no matter what way it was created. 



Column
width10%



Column
width60%





Section


Column
width30%

Step 2.1:

Copy the existing notification settings from any existing properly set Group.

You need to find the existing notification first:

  • Choose a proper "Source organization"
  • Choose a proper "Source group"
  • Click on the green "Submit" button to create a copy for your Group

In this example, we have copied two notifications (both are needed):

  • Invitation (for a user)
  • Approved (for a user)
Info

Note: This way you will copy all notifications setting from the source group. You can remove those you don't need later.



Column
width10%



Column
width60%





Section


Column
width30%

Step 2.2:

Create a new notification settings by yourself.

We need to create two notifications by ourselves one by one:

  • Invitation (for a user)
    • Email type: Invitation / user
    • Application type: Initial
    • Sending enabled: checked
  • Approved (for a user)
    • Email type: Approved / user
    • Application type: Initial
    • Sending enabled: checked

Then click on the green button "Create" for both notifications.


Column
width10%



Column
width60%




 

Section


Column
width30%

Step 3:

Create or change the subject and body in your newly created/copied notifications.

To properly set up your notifications text, you need to:

  • Click on the notification you want to change
  • Select a tab with language of the notification for which you want to set up the message (at this moment we do support only English -> click on "Language: en")
  • Set up the "Subject" of the notification
  • Set up the body "Text" of the notification
  • Save the changes by clicking on the green button "Save"
Info

Note: You can add tags inside the message where the content of the tag will be replaced by the proper value in the system.

For example if you use tag {displayName} it will be replaced by the proper name of the user when send.


Warning

Important: Always add the invitation link tag {invitationLink} to your message. Otherwise users won't be able to access the registration form and complete the registration.



Column
width10%



Column
width60%





Section


Column
width30%

Step 4:

Set up the application form so user's can register to your group by using the invitation link.

Let's find your group and get to the Advanced setting of it again. Now you will find the "Application form" settings there. Click on it.


Column
width10%



Column
width60%





Section


Column
width30%

Step 5:



Column
width10%



Column
width60%