Inviting your team members to connect
You can invite your team members to connect to your business in Sitepass.
Connection fees are based on your number of connections.
To Invite a team member to connect, please follow these steps:
- Log in to Sitepass as an Administrator.
- Go to
- Click the
A panel opens to the left of the screen called . It has two tabs: Group invite and Personal invite.
Examples of the tabs and descriptions of how they work are provided below:
The Group invite tab allows you to invite a group of team members to connect to your business. It gives you a link that you can send out as a bulk invitation. You can use this link in whatever way suits your business. For example, you might have an intranet page where you display the link for any team member that is new to the role, making it easier for them to join your Sitepass team. Or you might want to use it to send out a bulk email to your team.
All your roles appear on this tab. Each one has an individual link. You may need to enable the role for Group invite to be active for that role.
To enable a role, go to the context menu (three little dots), and select when the drop-down appears.
When a role is enabled, you can drag your mouse over the link to highlight and copy it.
You can use the context menu to copy or refresh the link or to disable the role.
The Group invite link remains unchanged unless an administrator of your business chooses to refresh it. Once refreshed, the old link is made invalid, and anyone trying to use it after the refresh receives a message saying that the Invite code is invalid or has expired.
The Personal invite tab enables you to send a single invitation to your team member, which allows them to connect to your business in Sitepass; this link expires after one click or after seven days - whichever comes first.
The first step when inviting a person to join your team is to select their role; this is the role that you would like them to be assigned when they join your team. You can then copy the link and send it to the person directly. Alternatively, you can have the link emailed through Sitepass.
Copy the link
When you choose the role, a link appears in the field. You can copy it by selecting the link itself or by clicking on the icon.
Email a single invitation via Sitepass
You can have an invitation emailed through Sitepass to your team member that invites them to join your team. To do so, you need to choose their role, then add their email address in the field; this enables the button. Click on this button to have Sitepass send them an email invitation to join your team. button, which is in the top right-hand corner of your page.