Invite users by inputting emails

As a Company or Group Admin, you can invite people to join your platform. Users will be sent email invitations prompting them to join your platform. Their accounts will only be created after they have accepted the invitation by selecting Accept invite in the email.

Inviting users is not possible if your platform uses only Single Sign-On as an authentication method. Please refer to this article instead.

Invite users

  1. Go to Administration > Users
  2. Select Invite colleagues
  3. Choose the group to which you want to invite users.
  4. Select Next
  5. Input the users' email addresses in the provided field. Press Enter after every address to submit it. You can invite one or multiple users at once.
    • Alternatively, you can upload a .csv file containing all users' email addresses and teams. Learn more in Invite users via CSV.
  6. Optionally, choose the teams you want to add the users to. You can add a user to multiple teams. All users you input in the previous step will be added to the selected teams.
  7. Select Next
  8. Choose a role for your users. The roles you can select include User, Group Admin, and Company Admin. All users you input in Step 5 will receive the selected role.
  9. Select Next
  10. Enter the name of the person inviting the users. Your name is automatically entered, but you can change it if needed. The inviter name will be used in the email invitation and its subject line: "inviter_name has invited you to join Haiilo."
  11. Write an invitation message and signature to the people you invite. The message is displayed as a quote, and the signature is at the end of the email. If you've created an invitation email template in the Invitations & Registration settings, this will be pre-filled in the field.
  12. Select Start Inviting X Colleagues to send out the invitations immediately.
    • Alternatively, you can schedule the invitation to be sent at a later date and time. The date and time are based on your computer's time zone.

When you have sent the invitations, you are done! Wait for the users to accept the invitation and set up their accounts.

A reminder invitation is automatically sent 48 hours after the original invitation is sent in case the user has not yet accepted it.

invitation email.png

Was this article helpful?