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| What are Community Invitations, Verifications and Passwords? |
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| Community Invitations, Verifications and Passwords are the email notifications and administrator actions used to add members to a Workspace or Community, verify their identity, and manage their login credentials. |
In the Workspace Member Management dashboard, the Workspace Administrator can invite members to the Workspace, change their status, resend verification emails, and search for them. In the Community Member Management dashboard, the Community Administrator can invite members to the Community, change their status, and search for them.
Role Permissions
- Workspace Administrator: Invites members to the Workspace, changes member status, sends password reset emails, resends verification emails, and searches for members, all from the Workspace Member Management dashboard.
- Community Administrator: Invites members to the Community, changes member status, and searches for members from the Community Member Management dashboard. Does not have access to the Send Password Reset or Email Verification Code actions.
TABLE OF CONTENTS
Add Members
Password Reset
Resend Verification Email
Exceptions
Frequently Asked Questions
Add Members
To add members, the Workspace Administrator or Community Administrator uses the Quick Add tab within their own Member Management dashboard. The email addresses of the people to be invited are entered into the text field, one address per line.
Once submitted, a verification email is sent to every invited person who was not already part of the Workspace. When members are added through Community Quick Add, an invitation email containing a link to enter the Community is also sent, along with the Workspace verification email. See Exceptions below for members who are already part of another Community within the Workspace.
Verification Email
Selecting the verification link in the email directs the member to the Workspace page, where they are prompted to enter the verification code and then create a password. The member is then directed to the Workspace logout page automatically and must log in using the password just created.
Community Invitation
The link in the Community invitation email redirects the member to enter the verification code and then to the Workspace login page, where the member logs in using their email address and password.
Once logged in, the member is required to accept the Workspace Terms of Service, if any, and to update fields such as First Name, Last Name, and any member profile questions.
Password Reset
The Workspace Administrator can send a password reset email from the Workspace Member Management dashboard by selecting the member's email address, then selecting Send Password Reset from the Action tab. The Workspace Administrator is asked to confirm the process and, upon confirmation, sees a success message at the top of the page.
Note: The Send Password Reset option is not available at Community Member Management for the Community Administrator.
Once the process is confirmed, the member receives a password reset email containing a link that allows the member to enter the Workspace and set a new password.
Resend Verification Email
If a member does not receive the verification email, or the verification email did not work, the Workspace Administrator can resend it from the Workspace Member Management dashboard by selecting the member's email address, then selecting Email Verification Code from the Action tab. The Workspace Administrator is asked to confirm the process and, upon confirmation, sees a success message at the top of the page.
Note: The Email Verification Code option is not available at Community Member Management for the Community Administrator.
Once confirmed, the member receives a verification email with a link stating Verify my email. Selecting this link allows the member to verify their email using the verification code.
Exceptions
- Existing Workspace Members: A member who is already part of another Community within the Workspace receives an invitation email instead of a verification email when added through Community Quick Add, and logs in using the login credentials created when they first joined the Workspace.
Frequently Asked Questions
Can a Community Administrator send a password reset email to a member?
No. The Send Password Reset option is available only to the Workspace Administrator, from the Workspace Member Management dashboard.
Can a Community Administrator resend a verification email?
No. The Email Verification Code option is available only to the Workspace Administrator, from the Workspace Member Management dashboard.
What happens if a member added through Community Quick Add is already part of the Workspace?
The member receives an invitation email instead of a verification email and logs in using the credentials created when they first joined the Workspace. See Exceptions above.
Can multiple members be invited at the same time using Quick Add?
Yes. The Quick Add tab accepts multiple email addresses, entered one per line, and the system sends the appropriate verification or invitation email to each invited person.
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