The site manager can send invitations to both internal
and external users to join the site.
This task assumes you are in the Members component of the desired
site.
This is a multi-part process where you select the users to
invite, assign a role to each user, and then issue the invitations. The
available user roles are Manager, Collaborator, Contributor, and
Consumer.
- Click People beneath the banner if this page is not already selected.
-
Click Invite People.
Tip: The Invite link on the banner is a shortcut to this page.
-
Search for and add internal users.
-
In the Search for People box type the
full or partial name of the user you want to invite.
You must enter a minimum of one (1) character. The search is not case sensitive.
-
Click Search.
The list displays all users matching the specified search criteria.
-
Click Add to the right of a user you
want to send an invitation to.
The user appears in the Invite Users box.
-
In the Search for People box type the
full or partial name of the user you want to invite.
-
Add an external user.
- In the Add External Users box type the First Name and Last Name of the person you want to invite. This will be someone who does not have an SkyVault user account.
-
In the Email box provide an email
address.
This is the email address the invitation will be sent to.
-
Click Add.
The user appears in the Invite Users list.
Note: This feature is disabled if your installation doesn't support inviting new users. Talk to your system adminstrator about enabling this feature with the notification.email.siteinvite property. See OutboundSMTP configuration properties for more information. -
In the Invite Users box specify a role for
each user.
- To set the role for an individual user, click Select Role to the right of the user and click the desired role.
- To set the same role for all users in the list, click Set All Roles to at the top of the list and click the desired role.
Note: Click back to Site Members to return to the Search for Site Members page without sending any invitations. -
Click Invite beneath the Invite
Users box to extend invitations to all users displayed in
the list.
Note: In order to send and receive site invitations the appropriate options must be set for outbound emails. Only the system administrator can configure these settings. If you receive a failure notification after issuing the invitation contact your system administrator.
Each user in the Invite Users box receives
an email invitation from invites@alfresco.com. The users can accept
or reject the invitation.