Automated User Invitation is a feature that allows regular learners in a group to share programs with others users by inviting them to join their group.
Automated User Invitation allows learners to invite other users through the Group page on Gnowbe Web.
Quick links:
- How to set up Automated User Invitations on Gnowbe Dashboard
- How can learners invite other users to join their group?
How to set up Automated User Invitations on Gnowbe Dashboard
Automated User Invitations can be enabled at both the organization and group levels by Admins and Agents, respectively, on Gnowbe Dashboard.
There are three user invitation modes:
- 🔴 Disable user invitations by group members (default setting)
Group members are not allowed to invite external users to the group. - 🟠Require Admin/Agent manual approval
Invitations by group members require the approval of Admins/Agents. Admins/Agents will give their authorization through the Pending tab on the Users page - see how here. - 🟢 Automated approval
Invitations by group members will bypass the need for Admin/Agent approval. Users outside the group will automatically be added to the group once they have accepted the invite.
How to enable Automated User Invitation at the organization level
↳ Only Admins can perform this operation.
↳ If enabled, newly created groups in the organization will follow the invitation settings you have made here.
- Log into Gnowbe Dashboard and click Settings.
- Click Organization Details.
- Scroll down to find User invitations by group members.
- Select your invitation mode.
- Scroll down and click Save.
How to enable Automated User Invitation at the group level
↳Both Admins and Agents can perform this operation.
- Log into Gnowbe Dashboard and click Groups.
- Select the group you wish to configure the invitation mode.
- Click Users.
- Click Invite.
- Set your invitation mode.
Note: Settings at the group level will always override the settings at the organization level. Consider this scenario:
- Admin sets Automated approval as the user invitation setting at the organization level.
- However, an Agent changes the user invitation setting to Disable user invitations by group members for their group.
- Consequently, users in the Agent's Group will NOT be able to invite external users.
How Admins/Agents can approve user invitations
If you set the Require Admin/Agent manual approval invitation mode for the group, a Pending tab will appear on the Users page at the group level.
Any users your learners invite will first appear under this Pending tab to await Admin/Agent approval. Admins/Agents will receive an email to notify them of any pending invites. Once approved, Gnowbe will send an email to invite the user to join the group.
How can learners invite other users to join their group?
- Log into Gnowbe Web and click Groups.
- Find the group you want to invite external users and click Invite Participants.
- A pop-up will appear for you to invite learners. There are two user invitation methods:
- Invite by Email - Invite individual users to join the group via email.
Type in your learner's email and click invite. - Share the Sign-up link - Invite learners to join the group via a group invitation link.
Copy and share this link with others to invite them to the group.
- Invite by Email - Invite individual users to join the group via email.