How to invite someone to a group

Key point: Invite someone to a group.

Prerequisites

You must have a role of manager or higher in the group.

From the members (group) page:

  1. Click Manage members button.
  2. Click the Invite member button.
  3. Then, either:
    1. If an existing member – in the Lookup member field, start typing a first name, surname or email address, then select the member.
    2. If not an existing member – clear the Lookup member checkbox then enter the email address of the member. Then enter their first name and surname.
  4. You can click more options to:
    1. Change member role – default is reviewer.
    2. Change notification settings – default is normal.
    3. Clear the checkbox if you don’t want to send a welcome email to the member.
  5. Click the Invite member button.