Administrators can invite an unlimited number of users to each location. Upon invitation, they can configure the invited user's role: member or administrator. Understand user roles.
There are several ways to invite a user to your location:
Send an individual invitation
Approve a request to join a location
Prerequisites
To be able to invite a user to the location, make sure that you have enough permissions for this and have all the information:
Log in as an administrator of the location where you want to invite a user. If you are on the Pro or Enterprise plan, make sure that you have permission to manage the Community page.
Collect the following info: first name, last name (optional), email, and phone number (optional).
Send an individual invitation
By sending an individual invite, administrators can invite members and administrators. Follow these steps to send the invite:
Navigate to the Locations > Community page and press
Invite Userin the top right corner.
2. Fill in the user details. Enable the "Administrator" switch to invite the administrator. You can also configure permissions for administrators.
3. Press Send Invitation.
How a user gets an invitation
When an administrator sends the invitation or approves the request to join, the user receives an email to activate the account.
The user presses the Get Started button and is navigated to the app. If the user follows a link from the Get Started button within 24 hours of the invitation time, they are logged into the app automatically without any verification required.
If users join the app later, they are asked to proceed with the regular login procedure.
FAQ
What if I invited the user using the wrong email address?
What if I invited the user using the wrong email address?
You can remove the user profile and reinvite them again by stating the new email.
I invited a user with the wrong name. Why does the previous wrong name still show up after I remove and reinvite them with the correct name?
I invited a user with the wrong name. Why does the previous wrong name still show up after I remove and reinvite them with the correct name?
How can I transfer a member from one location to another?
How can I transfer a member from one location to another?
To invite a member from one location to join another location, do the following:
Navigate to the Locations > Community page of the necessary new location and send the user an invitation from there.
If you need to invite multiple members to another location, export their contact details with the "Users" custom report from the first location and mass invite them to the second location.
The user(s) will get an email inviting them to join the new location and will have member access to the new location under the same account immediately, so they won't need to log in again or take any other action to gain access.
If the customer has a subscription in the first location, set the "End Date" for their subscription to schedule its cancellation and create a subscription for them at the new location.