Invite users

Inviting users to your Workspace is quick and easy. Perfect for mass-inviting, not just internal, but also external users such as dealers, distributors, and other 3rd party users.

Showell App for Web

How to invite users

1. Open the Showell App for Web. In the side menu go to Admin > Users

2. In the top right: click Invite users

3a. Create the invite (top part):

• Invite as: From here you can set the recipients role:
  • Member - The receiver(s) of the invite will be added as a user
  • Admin - The receiver of the invite will be added as Admin. For security reasons, you can only invite 1 admin at a time
• 'Invite by' & 'To':
  • Email - Enter 1 or multiple email addresses of the user(s) you would like to invite
  • Domain - Enter a domain name to quickly invite all it's employees (you can also add multiple domains at once). If you select this option, you will be able to limit the amount of users to join with the given domain name (For example: companydomain.com)
  • Open - Create an open invitation link for anyone who you grant access to that link. Optionally you can specify the max amount of users allowed to accept the invite
    

• Add to groups: users can be added to one or multiple groups right away
• Expiration date: Choose a date when the invite expires

3b. Create the invite (bottom part):

• Message: Write a personalized message to accompany your invite
• Use previous message: You can use any previously written invite messages as a template for new invites.
• Notify inviter: Get a notification when the invite has been accepted
• Use Custom fields: You can ask the invitee to provide additional information such as company, phone and country. This is particularly handy if you are working with dealers in your Workspace.
• Use Custom Terms of Service: Choose if you'd like to include your company's 'terms of service'

4. Click Send to send out the invitation

 

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How to manage your invitations

1. / 2. Invitations overview & Invitation tab

After accessing the Admin > Users section in the side menu, you will be presented with a summary of the total number of invitations sent and accepted. Additionally, you can switch to the 'Invitations' tab to get a comprehensive view of all the invitations you have sent.

3. Invitation information and options

All the invitations you have sent are displayed in a list format. By clicking on the invitation or Properties button , you can access more information and details (Point 4). Additionally, you have the option to select and then remove multiple invitations at once using the checkmark (Point 6).

4. Invitation Properties

Once you've opened the Properties panel (Point 3), You will be able to do the following from the Properties tab (Point 5):

• Have an overview of who you invited, and under what role
• Edit the additional options such as adding to Group, set a new expiration date, write a new message, Notify inviter, use custom fields (Company, Phone, Country) or add a Custom Terms of Service. (changes will only apply for the members who have not accepted the invite yet).
• See the Metadata of the invite in a glance
• 'Copy Link' button: This allows you to copy the invite link to your clipboard, where you can then share this via any communication channel of choice to your invitees.

5. Status tab

Discover the current status of your invite by clicking the Status tab.

• This will show who has (not) accepted the invite.
• You also have the option to Send a reminder to the members who have not accepted the invitation yet directly from this section.

6. Multi-select options

After you've selected one or multiple invites (Point 3), you are able to mass-remove them.

 

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Showell Admin

How to invite users

1. Open Showell Admin

2. In the top menu go to Admin > User Invitations

3. In the top right: select Invite users

4. Create the invite:

• Choose the recipients role:
  Member - The receiver(s) of the invite will be added as a user
  Admin - The receiver of the invite will be added as Admin. For security reasons, you can only invite 1 admin at a time
• Choose the invitation type:
  By email - Enter 1 or multiple email addresses of the user(s) you would like to invite
  By domain - Enter a domain name to quickly invite all it's employees (you can also add multiple domains at once). If you select this option, you will be able to limit the amount of users to join with the given domain name (For example: companydomain.com)
  Open - Create an open invitation link for anyone who you grant access to that link
• Write a personalized message to accompany your invite
• Join users to groups - users can be added to one or multiple groups right away
• Choose a date when the invite expires
• Choose if you'd like to receive a notification when a user has accepted the invitation
• Choose if you'd like to include 'Custom terms of service'
• Ask the recipient(s) to provide their Company, Country and/or Phone number when accepting the invite
• Click Done to send out your invitation

 

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How to manage your invitations

Once you have sent the invitation(s), you will be able to see them on the user invitation page.

From here you can quickly Resend the invitation or Copy the link (This is the same link the user received in their email invite)

When opening an invitation, you can:

• Adjust the message, the group names you'd like to add the users to, the expire date and if you'd like to receive a notification. Tip: Don't forget to click 'Save changes' once you've made adjustments
• Find all the invitation's information, including who has or hasn't accepted the invite

 

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What an invitation looks like

Once you have send the invite, the user will receive the invitation in their email.

The email is send from noreply@showellapp.com and will have your company default logo and colors, your personalized message and the 'Join now'-button. In rare cases it can happen that the invited person does not see the invite: please let them check their spam/trash folder.

After the user clicked the 'Join now'-Button, they will be redirected to the Showell signup webpage.

The Showell Signup webpage is once again branded with your company logo and colors and personalized message. Depending on your chosen options, the receiver will be prompted to provide Company, Country and/or Phone number and accept your company's Terms and Conditions.