(Bulk Action) Inviting Users

Client Success Team Updated by Client Success Team

  1. Navigate to Users in the Welcome Dropdown
  2. Select the team members you wish to invite with the checkbox to the left of their name
  3. Choose:

  1. A red x indicates they have already been registered, so no invite will be sent. The circular arrows indicate that the staff member has already been invited but has not registered.  The staff member will be re-invited if invite is selected.

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