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Invite New Clients

This article will provide an overview of the different ways to invite clients into Moxo workspaces. 

 

Invite New Clients through a Flow Workspace

To invite new clients through a flow workspace: 

  1. Click the '...' ellipses icon to the right of the Flow workspace name.
  2. Click on Members or click on the 'Profile' icons for the users in the Flow workspace.


     
  3. Next, click +Invite Members on the right-side panel.

  4. You will be prompted to enter your client's email address.


     
  5. Click on the “...” ellipses icon to invite clients via phone number or customize the invitation.



     
  6. Click on the “Contacts” icon to search through existing clients.



     
  7. Click Invite to add the client to the workspace.
  8. The client will receive an email with a Magic Link to directly join the workspace without needing to sign in or create an account.

Alternatively, you can invite new users to a Flow Workspace using a Workspace Link. 


Invite New Clients from +New

To invite new clients from +New:

  1. Hover over +New located on the right side of the top navigation bar, located on all main pages inside of your portal.
  2. Click Client from the dropdown menu.


     
  3. Next, a pop up will appear on your screen prompting you to enter your client’s full name and email address. Alternatively, invite the client via phone number. Enter the required information and click Next.


     
  4. Choose one of the following options and specify how you want to send the invitation.
    • Add to Workspace: Send an invitation for the client to join a workspace.
    • Add to Contacts: Add the client to your contact list and send a portal invitation.
    • Add to Contacts Quietly: Add the client to your contact list without sending an invitation.

 

To invite users via a shareable link:

  1. Click on the Share Invite Link tab inside of the invitation pop-up.
  2. Then click Copy Link or copy the link manually. When an internal user receives this link, they can sign up themselves. This link can be shared with an indefinite number of users. 



 

Invite New Clients from the Admin Portal

Only Admins in your portal will be able to follow these steps to invite users. 

To invite users from the Admin portal:

  1. Click Clients from the left side menu, in the Admin portal.
  2. Click Invite on the right side of the Clients page.
  3. Enter details like Full Name and the Email Address of the client.


     
  4. Enter the name of the Internal User who this client will be assigned to.
  5. You can also use the Share Invite Link option to invite clients. Click on Copy and share it with clients. They will be able to fill in their email information and create their account on your Moxo portal.

 

Invite New Clients and Client Groups from Contacts

Admins and internal users can invite new clients directly from the Contacts section of the Manage tab.

  1. Click on the Manage tab in the top navigation bar.

  2. On the left-hand side, select Contacts. Your contacts will appear.

  3. Click ‘+’ and choose whether to invite a new client, or a client group.


     
  4. Once selected, fill in the member details to specify how you want to send the invitation.


     

  5. Click Next, then choose one of the following options:

    • Add to Workspace: Send an invitation for the client to join a workspace.
    • Add to Contacts: Add the client to your contact list and send a portal invitation.
    • Add to Contacts Quietly: Add the client to your contact list without sending an invitation.

 

Resend Invitations to Clients

If your client did not receive an invitation to your Moxo portal or they happen to miss it, you can resend the invite from your workspace.

  1. Inside of your workspace, click the '...' ellipses icon or the profile icons of your existing members.
  2. A pop up with all of the members inside of your workspace will appear on the right side of your screen. 

 

 

For Flow Workspaces:

 

For Group Workspaces:

  1. Find the user who has not yet joined the workspace.
  2. Next to their name, there will be a box that says Not Joined. Click on the box then click Resend Invitation.
  3. If you’ve added a Client Group 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.