Users with the Community Administrator or User Administrator role, can send Community user invitations. If the Send Invitation box was checked, when creating a user.
The user invitation requires action by the user, to complete their account setup. A link will be provided within the invitation, to confirm their user details before their initial login.
Once Community Administrators or User Administrators has created a user (individually or via upload), the Invite Users screen provides useful details and the option to resend the user invitation, if needed.
Only users who are created in Unimarket, will appear in the user list. For additional information about creating a user, refer to help article(s) Create A Community User - Manually or Upload Community Users.
Invite A Community User
To send a user invitation, go to the Administration module > select Users > click Invite Users.
Users can customized the message sent within the user invitation.
Create A User Invitation
To create a user invitation, users with the Community Administrator or User Administrator role can go to the Administration module > select Users > click the Invite Users tab.
The Invitation screen will populate.
A number of tokens are available to customize the email sent to the user. The use of tokens eliminates the need to draft a different email for individual users.
A generic email is pre-populated in field, as a suggestion. However, users can edit the message in the text box.
Users can preview the message, by selecting Preview. To review extended formatting and editing tools, view the Markup Help guide, by clicking Help.
| Note: Please do not remove the @ symbols and/or alter the capital font between the @ symbols. |
Once completed, select Save.
Send User Invitation
To send the user invitation, locate the desired user in the list > check the Select box, to send an individual invitation > click Invite.
To send a user invitation to all listed users, click Select All > click Invite.
Once the user invitation is sent, their user login will appear as Disabled. Until the user sets their password and logs in for the first time.
The Enabled/Disabled status, Created Date (when the user was created, in Unimarket) and/or the Invitation Sent Date/Time, can be viewed on the Invite Users tab.
Resend A User Invitation
If the Enabled status is No, Community Administrators or User Administrators can resend a user invitation. By locating the desired user in the list > check the Select box, to send an individual invitation > click Invite.
To re-send multiple user invitations > check the Select box next to the desired users > click Invite.