This article explains how to manage and send invitations to users, allowing them to complete their account setup and create a password for their initial login.

Prerequisites

• Roles: You must have the Community Administrator or User Administrator role.

• User Creation: Users must already be created manually or via bulk upload to appear in the invitation list.

Customize the Invitation Message

Before sending invitations, you can customize the email message using tokens to personalize the content for each user.

1. Navigate to the Administration module.

2. Click Users.

3. Select the Invite Users tab.

4. Edit the message in the text box as needed.

   Note: Do not remove the @ symbols or alter the capitalized text between them, as these are required tokens.

5. Use Preview to see how the email will appear.

6. Scroll to the bottom of the screen and click Save.

Send a User Invitation

Once your message is ready, follow these steps to send the invitation.

1. On the Invite Users tab, locate the desired user(s) in the list.

2. To send an individual invitation, check the Select box next to the user's name.

3. To send to all listed users, click Select All.

4. Click Invite.

Results

• Account Status: The user’s login status will show as Disabled until they set their password and log in for the first time.

• Tracking: You can view the Enabled/Disabled status and the Invitation Sent Date/Time directly on the Invite Users tab.

Troubleshooting: Resending Invitations

If a user has not received their invitation or their Enabled status is still No, you can resend the invite.

• To resend: Locate the user in the list, check the Select box, and click Invite again.

Limits & Notes

• External Management: Only users created directly in Unimarket will appear in this list; externally managed users are handled through your own internal systems.