Invite To A Channel

If you want to Invite someone to a channel without making the user a part of your team please the following instructions. Example users that you may want to invite directly into a channel include a potential employee, 3rd party medical professional on a temoporary basis, certified investigator, doctor, contractor completing a task or even a landlord.

NOTE invite permissions are based on the type of the channel and role of the user in the channel.

Step 1 – From the dashboard, access the curtain from the specified channel (Fig. 1)

Fig. 1

 

Step 2 – Double check channel and click on Invite as shown in Fig. 2

Fig. 2

 

Step 3 – Enter desired email address and press enter to highlight each individual contact. When done click send and done.

 

 

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