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Invite someone to your organisation

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Invite someone to your organisation

Scope

How to invite a person to your organisation. For the person who gets the invitation, see Accept an organisation invitation. For the statuses, see Organisation membership and status field definitions.

Location

  • Path: Organisations in the menu, then Admin on the organisation, then the Invitations tab.

The Invitations tab with the send form and invitation list

Permissions

  • Organisation admin: can open the Admin page of that organisation
  • SolarMD staff: can open the Admin page of all organisations
  • Member: cannot open the Admin page

Step 1: Invitation

  1. In the email field, type the address of the person.
  2. If the person must manage the organisation, select as org admin.
  3. Click Send invitation.
  • Email subject: SolarMD Organisation Invitation. Please DO NOT Reply
  • Link: Accept Invitation. The person can use it one time only. It expires after 48 hours.

Select as org admin only for a person you trust. An org admin gets the level of the organisation on its plants, and can give access to members.

Step 2: Resend and Revoke

  1. On the row, click Resend or Revoke.
  • Resend: on all rows that the person did not accept. It sends the email again, starts a new 48 hours and makes you the sender.
  • Revoke: on Pending rows only. It stops the link immediately.

Step 3: Direct Membership

If the person has an account:

  1. Open the Members tab.
  2. In Search users, type a name or the full email address.
  3. Click Search.
  4. On the row of the person, click Add.

The person joins immediately, with no email.

Troubleshooting

  • The system does not accept the address: Could not send: Invalid email, Please provide valid email. Correct the address.
  • You are no longer an admin: Could not send: Not an admin of this organisation. Reload the page.
  • The email template is missing: Could not send: Email not sent: template .... Contact SolarMD support.
  • The person got no email: tell the person to examine the spam folder. Then click Resend.

Tips and Gotchas

  • A new invitation to the same address updates its open row: a new 48 hours, the new org admin setting, and you as the sender.
  • Resend on an Expired row opens the invitation again. This is also true if you revoked it.
  • An org admin invitation stops if its sender leaves the organisation. It also stops if its sender is no longer an org admin. A current admin then clicks Resend.
  • A member gets Viewer on each plant of the organisation, and the notifications of those plants. See What your organisation can give its team.

Related articles

Organisation membership and status field definitions
/a/organisation-roles-and-access-field-definitions
Accept an organisation invitation
/a/accept-an-organisation-invitation
What organisations are for
/a/what-organisations-are-for
My Organisations
/a/my-organisations
What your organisation can give its team
/a/what-your-organisation-can-give-its-team