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Email Invitations

Invite colleagues by email with their roles already chosen, so they arrive ready to work rather than with no access.

  • Live
  • Web dashboard
On the dashboard

See it in action

On the dashboard's Users page, a manager opens Invite Users, adds a colleague's email, ticks the Client Facing role and sends the invite, and the results confirm it was queued.
  1. After you sign in, the app opens Pending Invitations for any organisation waiting on you. An invite you reached from its email link keeps its place in the list but has a blue border and the note You followed a link for this invite.

    Tutorial screenshot: Find the invitation
Full guide in Help · 5 steps →

Good to know

When an organisation invites you, you'll get an email with a link. Open it on your phone and it opens the Read and Respond app; sign in with the email address the invitation was sent to.

On a first sign-in the app asks you to set up a PIN before anything else (see Set up your PIN and fingerprint). Then Pending Invitations shows the invitation.

What it does

  • Add up to fifty email addresses at once · pasting a list splits it for you.
  • Pick one or more roles that apply to everyone in the batch.
  • See a result for every address, so one bad address cannot hide behind the others.
  • Resend or cancel invitations from Pending Invites and check each one's status.
  • Invited people accept or decline from their own pending invitations page.
For
Administrators · Managers
Works on
Web dashboard
Plans
Every plan

Works with

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