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How to Invite Members to Your Group via Email

Inviting members to your group in Stack is a straightforward process that enhances collaboration. Here's a detailed guide on how to invite individuals using the email invitation feature.

Inviting People via Email​

Step 1: Access the 'People' Tab​

  • Log in to your Stack account.
  • Navigate to the People tab within your group's settings.

Step 2: Initiate the Invitation Process​

  • Find and click the Invite Member button located in the People tab.

Step 3: Enter Invitation Details​

  • Click the Invite button to start the process.
  • Enter the name and email address of the person you wish to invite.

Step 4: Grant Admin Privileges (Optional)​

  • You can choose to grant admin privileges to the invited member, giving them enhanced control and access within the group.

Step 5: Send the Invitation​

  • After filling in the necessary details, click the Invite button to send the email invitation.

Invitation Flow​

Once the invitation is sent, the recipient will receive an email with the following scenarios:

Scenario A: New User or Not Part of the Client Portal​

  • The email will contain an Accept Invite button.
  • Clicking this button will direct them to a "Set Password" page to create their account.

Scenario B: Existing Member with Login Credentials​

  • The Accept Invite button will use a magic link to redirect them directly to the group.

Important Note:
The invitation link expires after 30 days for security reasons. Ensure the recipient accepts the invitation within this timeframe.

Frequently Asked Questions (FAQs)​

Q: Who can use the email invitation feature?
A: This feature is available to Admins and Owners of the group.

Q: Can I invite multiple people at once using this method?
A: Yes, you can invite multiple people by entering their email addresses one after another during the invitation process.

Q: How can I revoke an invitation if necessary?
A: Currently, the system does not support revoking invitations. You may need to follow up with the recipient to request they do not accept the invitation.

Q: What happens if the recipient does not accept the invitation within 30 days?
A: The invitation link expires after 30 days. If not accepted, you will need to resend the invitation.

Q: Can I customize the invitation email message?
A: The email invitation message is standardized and cannot be customized at this time.

Q: Can I grant admin privileges to the invited member later if I initially choose not to?
A: Yes, you can modify member roles and grant admin privileges at any time after the invitation is accepted.