Inviting Members

  1. To invite members to your new workspace click on the "Invite" icon in the tool bar or in the Members pane.

    The "Invite Member" dialog opens.

  2. Search for a user in the Collanos directory by entering the name, Collanos name, or email address of the member you want to invite and then click on the "Search" button.

    Search results are displayed.

  3. You may also choose to use the advanced user search and further filter your search results by specifying an Organization, Country, Title, State, Language, City, or a multiple combination of search conditions.
  4. Highlight the user who you want to invite and then click on the "Invite" button.

    The user is invited to the workspace and a series of messages are sent both to the inviter and the invitee.

    Notes:

    • Repeat this step to invite multiple users to your workspace.
  5. Click on the text in the message to acknowledge it and continue with the invitation process.

    The invitation process completes once the synchronization of the workspaces takes place and the new member's name is visible in the Members pane.

Notes:

  • Member must have downloaded the application in order to be invited to your workspace.


Related Tasks: