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Inviting people to a site

The site manager can invite both internal and external users to join the site.
  1. Click Invite to Site in the site you want to invite people to, or click Invite in the Site Members dashlet.

    Tip: You can also invite people directly from the Members page.

    Important: You must be a manager to send invitations.
  2. Search for and add internal users.
    1. 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.

    2. Click Search.
    3. Click Add to the right of the user you want to invite.

      The user is added to the Invite Users box.

  3. Add an external user.
    1. In the Add External Users box, type the first and last name of the person you want to invite. This will be someone who does not have a SkyVault user account.
    2. In the Email box enter the email address you want to send the invitation to.
    3. Click Add.

      The user is added to the Invite Users list.

    Note: This feature is disabled if your installation doesn't support inviting new users. Talk to your system administrator about enabling this feature with the notification.email.siteinvite property. See OutboundSMTP configuration properties for more information.
    Note: External users are a way for users without SkyVault Administrator permissions to add a user to SkyVault. When they accept the invite they will have the same access as a standard user, and will be counted against licensing.
  4. 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 select a role.
    • To set the same role for all users in the list, click Set All Roles to at the top of the list and select a role.

    Note: You can click back to Site Members to return to the Search for Site Members page without sending any invitations.
  5. Click Invite to send the invitations.

    Note: To send and receive site invitations the appropriate options have to be set for outbound emails. Only the system administrator can configure these settings. If you receive a failure notification, 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.