Multi-Invite Process
1
From the Reports tab on the tenant homepage, search and/ or select multiple sessions that you wish to invite a user to.
2
You can select multiple sessions from a page or page(s), and if you are using the search bar to select multiple sessions, the system will retain your selections as you search for another site.
3
4
With a session or session(s) selected, locate and select the Invite User button (at the top of the dashboard and to the right of the search bar).
5
A window will appear for you to enter a user or multiple users.
6
Once a recognized User email or name is entered, select it by clicking on the selection that pops up.
7
A new user that has not yet registered will not be recognized. In this event, please first check the spelling of the email address or phone number. If not found, you can request to add this user by your company's Tenant Admin.
8
You can control whether these Users will be Collaborators or Viewers only.
9
10
Click add users once you are finished.
11
The user(s) you invited will receive an email that notifies them of the invitation and a link that will take them to the session. If the were invited using their phone number, they will receive a text notification.
Multi-Invite Process
1
From the Reports tab on the tenant homepage, search and/ or select multiple sessions that you wish to invite a user to.
2
You can select multiple sessions from a page or page(s), and if you are using the search bar to select multiple sessions, the system will retain your selections as you search for another site.
3
4
With a session or session(s) selected, locate and select the Invite User button (at the top of the dashboard and to the right of the search bar).
5
A window will appear for you to enter a user or multiple users.
6
Once a recognized User email or name is entered, select it by clicking on the selection that pops up.
7
A new user that has not yet registered will not be recognized. In this event, please first check the spelling of the email address or phone number. If not found, you can request to add this user by your company's Tenant Admin.
8
You can control whether these Users will be Collaborators or Viewers only.
9
10
Click add users once you are finished.
11
The user(s) you invited will receive an email that notifies them of the invitation and a link that will take them to the session. If the were invited using their phone number, they will receive a text notification.
