How to Invite Members to Your Group via Email

Inviting members to your group in Stack is a straightforward process that enhances collaboration. Here’s a detailed guide on how to invite individuals using the email invitation feature.

Inviting People via Email

Step 1: Access the ‘People’ Tab

• Log in to your Stack account.
• Navigate to the People tab within your group’s settings.

Step 2: Initiate the Invitation Process

• Find and click the Invite Member button located in the People tab.

Step 3: Enter Invitation Details

• Click the Invite button to start the process.
• Enter the name and email address of the person you wish to invite.

Step 4: Grant Admin Privileges (Optional)

• You can choose to grant admin privileges to the invited member, giving them enhanced control and access within the group.

Step 5: Send the Invitation

• After filling in the necessary details, click the Invite button to send the email invitation.

Invitation Flow

Once the invitation is sent, the recipient will receive an email with the following scenarios:

Scenario A: New User or Not Part of the Client Portal

• The email will contain an Accept Invite button.
• Clicking this button will direct them to a “Set Password” page to create their account.

Scenario B: Existing Member with Login Credentials

• The Accept Invite button will use a magic link to redirect them directly to the group.

Important Note:
The invitation link expires after 30 days for security reasons. Ensure the recipient accepts the invitation within this timeframe.

Frequently Asked Questions (FAQs)

Q: Who can use the email invitation feature?
A: This feature is available to Admins and Owners of the group.

Q: Can I invite multiple people at once using this method?
A: Yes, you can invite multiple people by entering their email addresses one after another during the invitation process.

Q: How can I revoke an invitation if necessary?
A: Currently, the system does not support revoking invitations. You may need to follow up with the recipient to request they do not accept the invitation.

Q: What happens if the recipient does not accept the invitation within 30 days?
A: The invitation link expires after 30 days. If not accepted, you will need to resend the invitation.

Q: Can I customize the invitation email message?
A: The email invitation message is standardized and cannot be customized at this time.

Q: Can I grant admin privileges to the invited member later if I initially choose not to?
A: Yes, you can modify member roles and grant admin privileges at any time after the invitation is accepted.