How to send an invite to new users

Overview

This article provides instructions to send an invite to new users with specific user groups. It covers the basics of sending an invitation to a new user to begin creating their account, to seamlessly join in, and help them get started. Here are some simple and easy steps to follow.

1. 1. Send new users an invitation
   2. Accept an invite link
   3. Resend invite link
   4. Delete pending invitation

Send new users an invitation

1. Click on the Cog button and then on Users.   
2. Click Invite User.                                                                                                                                       
3. Click Invite after filling in all the details. To setup and know more about Two-step Authentication, please click this link. You can put an email address as many as you want in a specific group.                         

Accept an invite link

After sending an invite, the user will similarly get this email invitation message shown below. In case the user has not received the invitation link, it could be because they might be using a different email. Also, they need to check all their inbox or spam folders.

The user should follow the steps:

1.  Click Accept Invite and it will route them to a sign-up page.                                                                 
2. Complete the form and click Register.                  

Resend an invitation link

The invitation is valid for 7 days. A user cannot access Core Practice if they do not accept the invitation. If the user declines the invitation or does not accept within 7 days, the invitation is revoked and you must send a new invitation to grant access to the user. Here's how to send an invitation link again. 

1. Click on the Cog button and then on Users.                                                                                                         
2.  Click Resend Email if you want to send an invitation link again. After resending the invitation link the user should check their email and accept the invite.                                                                       

     The expiration date of the invitation link is seen on this tab too.

Delete pending invitation

1. Click on the Cog button and then on Users.                                                                                                   
2. Click the Delete icon to remove an email address.                                                                               

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!