Invite New Internal Users

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:

1. Click on your Profile on the top right corner of your portal. 
2. Click Invite Internal User from the dropdown menu.

3. You will then see a pop up in which you can invite an individual internal user to join your portal. 
4. Enter the required information and hit Send Invitation. The internal user will receive an email prompting them to join your portal. 

You can also invite internal users via a shareable link.

To invite users via a shareable link:  

1. Click on the Share Invite Link tab inside of the pop up. 
2. 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:

1. Click Refresh Link to ensure the previous link expires.
   
   
   
2. 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

To invite new internal users from inside of a Moxo workspace:

1. Click the '...' ellipses icon.
2. Then click Members or click on the 'Profile' icons for users in the Flow workspace.
   
   
   
   
3. Next, click +Invite Members on the panel that appears on the right. 
   
   
   
   
4. If the user is not a part of your portal, select +Invite New Internal User to add them as an internal user. 
5. Enter the user's Full Name and Email Address, and click Add Internal User. They will receive an email link to join your workspace and automatically be added to the workspace.

Alternatively, you can also copy and share the workspace link with anyone that needs to be invited. You will have the option to select their user type (internal or client) when they request to join the workspace, using the workspace link. 

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:

1. Click Internal Users on the left side menu of your admin portal. 
2. Click on Invite on the right side and enter details, such as the Full Name and Email Address fo the user.
   
   
   
   
   
   
   
3. 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.
4. 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.
   
   
   
   
5. 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. 

1. Inside your workspace, click the '...' ellipses icon or the 'Profile' icons of existing workspace members. 
2. A pop up will appear on the right with all workspace members.
   
   
   
   
3. Identify the user who has not joined the workspace.
4. Next to their name, there will be a box that says Not Joined. Click on the box then click Resend Invitation.