To be able to add a new user to your Holaspirit organization, you will need admin rights. Management of users can be done in one single page in Administration to help you manage access to your organization.


How do I invite new users?

Option 1

  • Go to Manage users in the Administration menu

  • Click the Add Member button.

  • You can then fill in the new member's name and email address, and you can choose to make them an admin or an inactive users (see the different types of users available).

The new user will be sent an email notification to complete the process.

  • Click on Create member

Option 2

  • From the Members module, click Add member

  • You can then fill in the new member's name and email address, and you can choose to make them an admin or an inactive users (see the different types of users available). The new user will be sent an email notification to complete the process.

  • Click on Create member

Notes:

  1. New users receive an invitation as long as the test mode is not turned on.

  2. If the user doesn't receive an email, please check out the troubleshooting section.


How do I manage user's invitation?

You can see the list of pending invitations in Administration with the filter "Invited". Regularly check the invitations to identify users who did not activated their account.

An invitation is valid for 6 months. After that, it will be automatically deleted. The invitation reminder will not extend this lifetime.

Troubleshooting when user do not get the invitation

  • The email address might be incorrect. Double check the user address - if you need to change it, see this article.

  • Make sure the test mode is turned off.

  • Check for all the possible email errors

  • Resend the invitation email. Click the 3 dots to the right of the member who needs a new invitation.


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