Invite Employees to Join a Group

If you, as an admin, 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.  

 

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

When you have selected the group, you can invite users by selecting Send Invites in the group panel.

Once you are on the Invitations page, you have the option to invite either specific employees (Individual Invite) or a group of employees based on their job and location (Advanced Invite).

Individual Invite

You can find individuals easier using the search field and drop-down filter menus. In order to select an individual, simply click the Plus symbol next to his/her name in the left-hand column. 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 appear with an "Already Invited" warning. 

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

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Advanced Invite

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

Under Advanced selection, 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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