Invite Employees to Join a Group

Encourage employees from your organization to join your group. All group members can share a direct link to the group. If you are a group admin, you can also send invites.

Note: Group program settings determine what group admins in that program can do. The admin permissions in each group determine what individual group admins can do.

Share a Link

Share the group link with another employee. When the employee selects the link, the group page opens and they can join the group.

  1. From the group page, select Share This Group.

  2. Copy the URL.

  3. Paste the URL into an email or other communication.

  4. Select Close.

Send an Invite as a Group Admin

  1. From the group page, select Manage Members under Admin Options.

  2. Select Add Members.

  3. Select Find Employees By Name or Email.

  4. Enter search criteria.

  5. Select + next to the employee to send the invite.

The system sends an invitation email to the employee. When they select the link in the email, the group page opens and they can join the group.

Send Invites in Bulk as a Group Admin

  1. From the group page, select Manage Members under Admin Options.

  2. Select Add Members.

  3. Under Bulk Import Document, select Download Template.

  4. Complete and save the CSV template. For each employee, enter their Employee ID. Keep the column header.

  5. Upload the file.

  6. Select Bulk Import Document. A job is created in the Bulk Imports tab.

When job completes, employees with validated IDs receive an invitation by email. When they select the link in the email, the group page opens and they can join the group.