Employee Invitations

This guide explains how to invite new users to your organisation and track the status of their invitations.

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1. Access to the Invitation Interface

Managers and Owners can invite collaborators by going to the Members section in the sidebar. Clicking the Invite members button at the top of the page opens a window offering two complementary invitation methods.

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2. Invite via Email

This method allows you to send individual or group invitations directly by email.

Add and Configure Invitations

You can configure multiple invitations simultaneously within the same window:

• Enter address: Enter the collaborator's email address in the dedicated input field.
• Role definition: Select the role that will be automatically assigned to him/her upon registration (Member, Manager or Owner).
• Assignment to a team: If teams are configured in your library, you can pre-select the team that the member will automatically join.
• Line Management: Click the Add another button (represented by a + icon) to add an additional invitation line. If you need to remove a line before sending, click the delete button (shaped like a cross) to the right of the line in question.

Once the list is complete, click on Send invitations. The platform will then send an email containing a unique registration link to each recipient.

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3. Direct Invitation Link and QR Code

For wider or informal distribution (via internal messaging or during a presentation), you can use the organisation's generic invitation link available at the bottom of the invitation window.

• Copy the link: Click on the copy icon to place the invitation URL in your clipboard.
• Display QR Code: Click on the QR Code icon to display a scannable image on the screen, allowing physically present collaborators to register instantly from their mobile device.
• Regenerate the link: If you believe the link has been shared improperly or for periodic security reasons, you can click the refresh icon to invalidate the current token and generate a new one. The old link and its associated QR code will immediately become unusable.

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4. Monitoring and Revocation of Pending Invitations

Until a recipient has confirmed their registration, their invitation appears in the pending invitations tab of the member directory.

This view allows you to track:

• The recipient's email address.
• The date and time of dispatch.

If you need to cancel an invitation before it's accepted, click the delete button (represented by a red trash can icon) at the end of the invitation's row. The link received by the recipient will be instantly invalidated, and the invitation will disappear from the list.