Invite Employees to Join a Group

If you have created any groups, you can easily invite members to be part of these groups.

You can select to invite users to your groups by going to the Social Workspace and finding the group you want to invite people to by navigating to Groups -> Group Lists.  

In the left navigation, make sure you are in the Social Workspace.

When in the Social Workspace, select Groups and then select All Groups.

Select the group you want to invite members to, and click on Edit Group to go to the Group management page. Select Send Invites on the left to invite group members by person or criteria.

Note: You have to be a member of the Group to be able to invite users to it.

Individual Invite

You can filter individuals using the search field and drop-down filter menus. In order to select an individual, simply click the Plus symbol next to their. 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 be grayed out and have "Already Member" net to their name.

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

Advanced Invite

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

Under By Criteria, 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.

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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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