This article will provide an overview of the different ways to invite other team members to your Moxo portal as internal users.
Only the Admin users of the portal will be able to invite other internal users.
Invite New Users from Your Profile
To invite new users from your profile:
- Click on your Profile on the top right corner of your portal.
- Click Invite Internal User from the dropdown menu.
- You will then see a pop up in which you can invite an individual internal user to join your portal.
- Enter the required information such as full name, email address, or phone number, then click Send Invitation. The internal user will receive an email prompting them to join your portal.
-
Choose one of the following options and specify how you want to send the invitation.
- Add to Workspace: Send an invitation for the internal user to join a workspace.
- Add to Contacts: Add the internal user to your contact list and send a portal invitation.
- Add to Contacts Quietly: Add the internal user to your contact list without sending an invitation.
You can also invite internal users via a shareable link.
To invite users via a shareable link:
Click on the Share Invite Link tab inside of the pop up.
Then click Copy Link or copy the link manually. When internal users receive this link, they can sign up themselves on your portal. This link can be shared with an indefinite number of users.
If you’d no longer like to use the current shareable link:
Click Refresh Link to ensure the previous link expires.
A new link will appear.
Users will no longer be able to use the previous link to join your portal once you refresh the link.
Invite New Internal Users from a Workspace
Flow Workspaces
To add new internal users to a Flow:
Click the '...' ellipses icon to the right of the workspace name.
Select Members from the dropdown menu.
Navigate to the Workspace Link section at the bottom of the Members panel.
Choose whether access to the workspace link includes viewing permissions. In either case, anyone with the workspace link can request to join the workspace.
Copy the Workspace Link and send it to the intended new user.
Once a request to join the workspace is made, you can approve it in the Members panel and designate the new user as an internal user or a client.
You can only invite existing internal users, existing clients, and new clients to a Flow Workspace via the + Invite Members option. To add a new internal user this way, first invite them to join your portal in the Admin Portal.
Group Workspaces
To add new internal users to a Group Workspace:
Navigate to the desired workspace and click on the ‘Members’ icon.
Click on + Invite Members to add a new internal user.
Enter in the new internal user's name and select + Invite New Internal User.
Input the following details
Full Name*
User ID
Email Address or Phone Number*
Click Add Internal User to send the invitation.
Invite New Internal Users from the Admin Portal
Only Admins in your portal will be able to follow these steps to invite users.
Internal users can also be invited directly from the admin portal, from the admin user management section.
To invite an internal user from the Admin portal:
Click Internal Users on the left side menu of your admin portal.
Click on Invite on the right side and enter details, such as the Full Name and Email Address fo the user.
To grant the user Admin access, click on the +Advanced Options and turn the toggle to 'On' for Administrator. This will give the user access to the Admin portal, and edit portal settings, permissions, and configurations.
You can also use the Share Invite Link option to invite clients. Click on Copy then share the invite link with clients. They will be able to fill in their email information and create their account in your portal.
Then click Invite.
Resend Invitations to Internal Users
If an internal user is unable to locate their invitation or happen to miss it, you have the option to resend it from the workspace.
- Inside your workspace, click the '...' ellipses icon or the 'Profile' icons of existing workspace members.
- A pop up will appear on the right with all workspace members.
For Flow Workspaces:
For Group Workspaces:
- Identify the user who has not joined the workspace.
- Next to their name, there will be a box that says Not Joined. Click on the box then click Resend Invitation.
-
f you’ve added an internal team to a workspace and the status shows as Not Joined, select the Not Joined option and click Resend Invitation. Any members who have not yet joined will automatically receive a new invitation.