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Invite Team Members

Manage Organization

Quickstart Guide

Intro:
Easily grow your team by inviting new members to your OCW organization. Invitations are managed from the Organization menu and let you track invite status in real time.

Step-by-Step Guide:

  1. Click Org in the main navigation menu.
  2. Select Invites.
  3. Enter the email address of each team member you wish to invite and click Add for each.
  4. (Optional) Add a personalized Invitation Message.
  5. Click Send Invites.
  6. Invited team members will receive an email with a unique sign-up link.
  7. Team members must sign up using the exact email address they were invited with and select Member of an existing organization as their role.
  8. After verifying their email and signing in, their status will update to Accepted on the Invites page.
  9. View all current organization members by clicking Org Members in the navigation menu.

Frequently Asked Questions

Q: Is there a limit to the number of team members I can invite?
A: No, you can invite an unlimited number of team members to your organization.

Q: What if my team member doesn't receive the invite email?
A: Ask them to check their spam or junk folder. If needed, you can resend the invitation from the Invites page.

Q: Can I cancel or resend an invitation?
A: Yes, you can manage pending invitations (resend or cancel) directly from the Invites page.

Q: What happens if a team member signs up with a different email?
A: They must use the exact email address the invitation was sent to. Otherwise, the system will not recognize the invite.

Q: Where can I see the status of my invites?
A: The Invites page displays the status of all pending and accepted invitations.