Send an invitation to the platform

Modified on Wed, 7 Oct at 5:57 PM

Once users are added, they can be invited to the platform. 


How to send invitations to users 

  1. Select one, multiple or all users with the checkboxes to the left.
  2. Click “Send welcome mail”.
  3. A welcome email with a link to report data is sent to the user. If selected, the sender receives a copy of the email. 


To change the content of the invitation email, see the E-mail templates guide.


Send multiple invitations by selecting all or some users


Alternative way to send invites

To send an invitation to a single user, click the three dots under Manage, then click “Send welcome mail”.


Send a single invitation


Follow user activity

Controllers and org.unit controllers can see:

  • If an invitation has been sent.
  • If the user has logged in.
  • The last time the user logged in.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article