Available with any of the following subscriptions, except where noted:
- OurPeople Reach
- OurPeople Communicate
This article explains how to add new people to your OurPeople account. In this article, you will learn how to schedule invitations and customize the message alongside it.
1. Click "People"
2. Click this checkbox to select 'All People'.
3. Click "Invite".
4. Adjust the date the invite should be sent.
5. Adjust the time the invite should be sent.
6. Optional: edit the welcome message.
7. Click "Schedule invitation"
8. This is the SMS message your team will receive by default. The "Get Started" link will log them into the web app automatically.
9. This is the email your team will receive by default. The "Get Started" link will log them into the web app automatically.
10. When a person first clicks their invitation link, they will see this welcome page allowing them to log in
Tip: Be sure to click "remember me" to stay logged in.
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