How do I invite my team?
How do I invite Team Members?
When you add a new Org Member, they'll receive a welcome email with a link to confirm their account and set a password. Note that Org Members invited as "No Access" don't receive any email from EventGeek, including this welcome email.
Read our article on what to do if your team isn't getting EventGeek emails if you are experiencing issues with this.
Setting a password
Clicking Join The Team in the welcome email takes the new Org Members to a page where they can set their password and sign in.
Note that confirming an account (i.e. setting a password and logging in) isn't required to start collaborating on EventGeek. For example, when you assign a task, the assignee will begin receiving assignment notifications, even if they haven't confirmed their account.
Single Sign-On (SSO)
If your Org has SSO enabled, your Members can skip setting a password and sign in with their regular company credentials.
How do I resend an invite to a Team Member who hasn't confirmed their account?
You can see whether a team member has confirmed his or her account under the Invite Status column in Org Members. If you need to resend an invitation email to a team member, you can do that by scrolling to the right and selecting the actions menu, then clicking Resend invite.