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Inviting users to Visitapp.org

Ready to grow your team on the Visit.org platform? It’s easy to invite others to join you. Just follow these simple steps:

Step 1: Access Settings

Look for the gear icon at the top right corner of your navigation pane and give it a click. This will take you to the Settings page.

Gear

 

Step 2: Manage Users

Next, click the Manage Users tile. This is where the magic happens!


Manage users

 

Step 3: Send an Invitation

To invite new team members, click on the Invite User button.


Invite user

 

Step 4: Fill in the Details

Enter the name and email of the person you’d like to invite. You’ll also need to choose their role. Learn more about user roles and permissions here.

Fill user information

Step 5: Send the Invitation

Once you’ve filled everything out, hit Invite User to send them an email invitation. 


Visit.Org invitation
Invitations are valid for two weeks. If they don’t click on the invitation within that time, no worries! You can easily send them another invitation.

Resend or Cancel Invitations

If you need to resend an invitation, head back to the Manage Users page and click on the Invited tab. Here, you’ll see all users who haven’t accepted their invites yet. Open the Action menu and click Resend invitation.

Cancel invitation

Finally, if you ever need to cancel an invitation, head back to the Manage Users page and click on the Active tab, select the Deactivate option from the Action menu to deactivate their account and prevent them from signing in.


Deactivate user

You’re all set to invite your team and make the most out of Visit.org experience!

Need Help?  If you run into any issues or have questions, feel free to reach out to customersucess@visit.org. We’re always here to assist you!