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.
Step 2: Manage Users
Next, click the Manage Users tile. This is where the magic happens!
Step 3: Send an Invitation
To invite new team members, click on the Invite User button.
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.
Step 5: Send the Invitation
Once you’ve filled everything out, hit Invite User to send them an email 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.
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.
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!