Team Members - Invite New Members

Members of a team are able to invite new members to join the team.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
View New Connect Grants ability to view the new Connect pages, including Live Feed, All Teams, Team Overview, Team Feed, Team Tasks, Task Details, and Connections. This permission cannot be constrained. New Connect

To invite new members to the team, from the Team Members page, click the Invite New Members button in the upper-right corner of the page. This opens the Invite Team Members pop-up. Note: The Invite New Members button may only available to team leads, depending upon the preferences set by the system administrator.

Enter the following information:

  • Enter team members - In this field, enter the names of the users who you are inviting to join the team.
  • Invitation message - In this field, enter the message that is sent to users who receive the invitation. This field is pre-populated by the system, but can be modified.

Click the Invite button to send the invitation to the selected users, or click Cancel to cancel the invitation. Invitations appear in the Your Inbox Widget. If enabled, the Connect Team Invitation email is triggered when a Connect team invitation is sent.

EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Connect Team Invitation This email is triggered when a user receives an invitation to a Connect team. This email can be sent as a notification to Invitation Recipient or a specific user. New Connect