Reinviting users with expired invitations as an admin

TABLE OF CONTENTS

• Introduction
• Reinviting a user
• When you should send a new invitation
• When sending a new invitation won’t work
• Additional considerations

Introduction

As an admin, you might need to resend a welcome email to users whose invitations have expired. This guide will walk you through the steps to reinvite a user to the Collegial platform.

Reinviting a user

• Log in to the Collegial platform
• Navigate to the admin pages by clicking the hamburger menu at the top of the page and select “Admin”
• Click on "People" in the navigation bar
• Click the "INVITE" button
• A popup windwow will open. Enter the email address of the user you want to reinvite
• Click "SEND INVITE". The user will receive a new welcome email
  
  

When you should send a new invitation

• When user status is "Incomplete":
  • send a new invitation, and the user will receive a new welcome email
    
    

When sending a new invitation won’t work

• User status is "Registered":
  • If the user's status is registered, they do not need a new invitation. They should log in using their existing credentials
    
    
• User status is "Deactivated":
  • If the user's status is deactivated, you will need to set the user status to registered, so that they can log in using their existing credentials
  • If the account management process for your company is handled automatically, do not manually change the status. If you are unsure, contact support@collegial.com for guidance
    
    

Additional considerations

• Single Sign-On (SSO):
  • If your company uses SSO for sign-up, users should use the SSO login instead