In this article, we’ll review the methods of inviting your team members and sending reminders to accept the invitations.
Invite your members
When a member is invited, they'll receive an invite email. You can invite your members to Officevibe in different ways:
Auto-invite when adding users
You have the option to automatically invite users when you add them to Workleap. (To add users, go to Settings > Users, then click Add Users.) In the modal where you input the users' details, one of the options you'll see is to automatically invite users. Keep this option activated to have Workleap automatically send invitation emails to them.
Invite manually
First, go to Settings > Users.
To invite a single user:
- Type their name into the search bar and find them in the list.
- Click the menu button ⋮ on the right-hand side of them and select Invite.
To invite multiple users at once:
- Click Add filter, select the status option, and then select Created. The list will show all the members who have been created but have not yet been invited.
- Check the boxes for each member you want to invite.
- A menu button ⋮ will appear above the list. Click it, then select Invite.
Invite by syncing with Slack
If you sync with Slack, you can choose to invite everyone in your organization's Slack or bulk invite people who are part of select Slack channels.
Invite through bulk provisioning (Paid plan)
With this method, you'll fill out and upload a template to have your members invited automatically as part of the process. See Bulk Provisioning for Members & Teams (Paid Plan Option)
The invitation
When a member receives the Officevibe invitation email, they will get a link to set up their account. The setup takes 5 minutes or less.
- Each member will enter their full name if you invited them manually.
- Each member can confirm their preferred language.
- We will give them a quick intro to Officevibe.
Send reminders
Ideally, your team will take 2-3 days to accept the invitation. The faster they accept, the quicker you can start getting the pulse!
To send reminders:
- Go to Settings > Users.
- Click Add filter, select the status option, and then select Invited. The list will show all the members who have been invited but have not yet accepted it.
- Check the boxes for each member you want to remind.
- A menu button ⋮ will appear above the list. Click it, then select Send invite reminder.
Submit a support request if you have any additional questions.