As a Holaspirit admin, you are likely responsible for managing the members in your Organization—knowing who has access to Holaspirit and deprovisioning members when appropriate. To make member management even easier, you can manage user invitation in a dedicated page.

Note. You can bulk bulk import several members at once if necessary.

Inviting members

Once you’ve got a group to use Holaspirit with you, you can invite these teammates to Holaspirit :

  • Click on your profile icon and go to Administration
  • Go to Manage users in the Administration menu
  • Click on the blue Add member button at the top right corner
  • In the form, select the privilege level: administrator, member, or inactive. You can view details on the different types of users in this article.
  • Fill out the user's First name, Last name, and Email
  • Click on Create member

All invited users receive an email enabling them to create an account and join your platform. As members, they will have access and rights to all the organization's roles, circles and operations.

Notes.

  1. The user will receive an email to activate their account as long as the test mode is not active.
  2. If the user doesn't receive an email, they should first check their spam/junk folder. Otherwise, please refer to this article for further help.

Editing a member's email address

If you invite a member but accidentally enter the wrong email address, you will need to delete the member and add them again with the correct email address. To do so, follow these steps:

  • Go to Manage users in the Administration menu
  • Click the 3 dots to the right of the member you wish to edit
  • Click Delete member
  • Click Delete on the popup to confirm
  • Follow the above steps again and enter the correct email address. The member should now receive their invitation without a problem.

Manage user's invitation

In the invitation section, you can access a list of all the invitation that has been sent. Regularly check the Sent invitations section to identify invitations that have not yet been activated.

An invitation sent to a member or a guest has a lifetime of 6 months from the date of the first invitation, beyond that, it will be automatically deleted. The invitation reminder will not extend this lifetime.

Member didn't receive their email invitation

If you invited someone to join the organization and they didn't receive their email invitation, you will want to follow these steps:

  • Double check that their email address is correct. Click on their profile to see their email address.
  • If the address is correct, go the invitations tab and resend the invitation email. Click the 3 dots to the right of the member who needs a new invitation.

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