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Send / Resend Boardable Invitations

Send / Resend Boardable Invitations

Learn how to send or resend invitations to Boardable once the user has been created and exists in the People directory.
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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I. Send to New User(s) Not Yet Invited

II. Resend Unaccepted Invitations

III. Resend to Any User(s) Selected

IV. Send Invitation Outside of Boardable

I. Send to New User(s) Not Yet Invited

An invitation has not been sent to a user if Send Later was clicked when the invitation pop-up was displayed after creating the user or users. It is easy to see in Boardable which users have not received an invitation because there are two designations in the People directory:

  1. Status of the user displays Invitation not sent

  2. Option to send invitations not yet sent is available at the top of the People directory

To send invitations to those users that have been added, but not yet emailed:

  1. Click People from the main menu panel (if not already in the People directory)

  2. Click Send in the top menu across from the title People

    1. It will note how many users have not been sent invitations

  3. The Send Invitation window will pop-up

    1. Update the message as desired

    2. Verify that the correct user(s) are noted under Invitations will be sent to

    3. Click Send

II. Resend Unaccepted Invitations

In Boardable, an unaccepted invitation is when the user's status shows either of these next to their name:

  • Invitation delivered

  • Invitation pending

Sort the People directory by Invitation Status to viewing outstanding invitations together.

To resend unaccepted invitations:

  1. Click People from the main menu panel (if not already in the People directory)

  2. Click Re-send Unaccepted Invitations in the top menu across from the title People

  3. The Send Invitation window will pop-up

    1. Update the message as desired

    2. Verify that the correct user(s) are noted under Invitations will be sent to

    3. Click Send

III. Resend to Any User Selected

There may be times when resending the invitation makes sense, such as If a user has lost the link, can't find the email, or a multitude of other reasons.

To resend an invitation to any user:

  1. Click People from the main menu panel (if not already in the People directory)

  2. Click in the box next to the person's name to add a checkmark

    1. Repeat this for everyone that invitations will be sent to

    2. The number of people selected will show in the right menu panel (designated in picture below by blue rectangle)

    3. Click Send Invitations (designated in picture below by red rectangle)

  3. The Send Invitation window will pop-up

    1. Update the message as desired

    2. Verify that the correct user(s) are noted under Invitations will be sent to

    3. Click Send

IV. Send Invitation Outside of Boardable

Boardable provides the option to send an invitation to Boardable from an outside email address. This could be useful if a user would be more comfortable receiving the invitation directly from an administrator, is having difficulty receiving it from Boardable, or other reasons.

To send an invitation outside of the Boardable platform:

  1. Click People from the main menu panel (if not already in the People directory)

  2. Click in the box next to the person's name to add a checkmark

  3. Click Copy Invitation Link in the right menu panel (only available if a single person is selected)

  4. The Invitation Link pop-up window will be displayed

    1. Click Copy to Clipboard

      1. Copied! will be displayed showing that the invitation link is now available for pasting

    2. Click Close

  5. Go to the outside email prepared

    1. Paste the invitation link into the email and send

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