Help / Agency and team
Invite a team member
Send an invitation as Staff or Member, and know what the person sees when they accept it.
Who can do this: The agency owner, an admin or a superadmin.
Before you start
- The person's email address and the role you want: Staff or Member.
Steps
- Open Settings and choose "Agency & team".
- In the "Invite an agent" card, enter the person's "Email" and choose a "Role": Staff or Member.
- Choose "Send invitation".
- The person opens the email whose subject starts "Join", then your agency's name, then "on Rejuvenation Journeys", and chooses "Accept the invite". The link works for 7 days.
- On the invite page they set a password (or continue with Google, using the same email address that was invited) and choose "Set password and join".
What you will see
- A banner reading "Invitation sent to" followed by the email address.
- The person appears in the team table with the state "Invited". After their first sign-in the state changes to "Active" and the Joined column fills in.
- The invitee is signed in and lands on Home in your agency.
Common problems
"That person is already on your team."
They are already Active. Nothing more to do.
"Invitation saved, but the email could not be sent."
Invite the same address again to retry. There is no separate resend button; inviting again sends a fresh link.
The invitee sees "This invite has expired".
The link is older than 7 days, was used or was removed. Invite them again.
The invitee already has an account with a password.
They are told to sign in with it; the invite is accepted when they do.
The invitee belongs to another agency already.
There is no agency switcher yet. They keep landing in their own home agency.
Related
This article describes CloudCape as it works today. If your screen differs, get in touch.
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