Invite Employees to Join a Group

You, as an Admin, can easily invite your Academy Members to join your Groups. Let's check the process in more detail!

You can select to invite users to your groups either from inside a specific group or through the Administration panel. Please note that you have to be a member of the Group to be able to invite users to it. 

Following either of these two series of steps will lead you to the Invitations page: 

  • Go to Groups, find the Group you want to invite the users to, click on the Group's name, and then select Send Invitations from the left panel. 
  • Head to Admin, select Members from the left panel, and then select Invitations for Groups. Find the Group you want to invite the users to and click its name. 

Once you are on the Invitations page, you have the option to invite either specific employees (Individual selection) or a group of employees based on their job and location (Advanced selection).

Individual Selection

You can find individuals easier using the search field and drop-down filter menus. In order to select an individual, simply click the Plus symbol next to his/her name in the left-hand column. The user will then appear in the right-hand Selected column. To remove an individual from the list, click the Minus symbol. The users that have already been invited to join the Group will appear with an "Already Invited" warning. 


Once you have selected the users that you want, add a message if needed, and click on the blue "Invite" button at the bottom of your page in order to complete the process.


Advanced Selection

You can also select users based on their job and location. 

Under Advanced selection, select the specific job to which this process should be applied. Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed. The number of individuals affected will appear below.


Last but not least, add a custom message if you want to and click on the "Invite Now" button at the bottom of your page in order to complete the process.


The users you selected to invite will receive an email notification, along with the custom message you added. 

Read more: Groups Notifications

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