Invite Teammates / Invite Users¶
Note
In order to be able to invite other users to your Tree Schema organization you must be an Admin or an Owner.
There are two ways to invite users to join your Tree Schema organization:
Invite via Email
Invite via Referral Link
Both of these options are covered in-depth below. In order to begin the process to invite new users, first navigate to the List Teammates view as seen highlighted below and select the + Invite Teammate button:
Invite via Email¶
There are two main differences between invitations via email and invitations via referral links, the two main benefits for email invitations are:
You can directly invite another user to be an Admin or an Owner
You can control exactly who has access to join your Organization
When you invite a user via Email we ensure that only the email that received the invitation is able to join your organization within Tree Schema and that invitations cannot be shared.
To send email invitations make sure that the Email invite tab is selected at the top of the invitations modal. You should see the following invitations form:
You will need to enter three values for each user that you invite:
Email: this is where the invitation is sent to
Name: the name of your teammate being invited
Group: the group to place the user into when they join
Admins can only invite teammates to be in the User group or Admin group, however, Owners can invite teammates to be in the User, Admin or Owner group.
Note
You can send email invitations for up to 10 users at a time. If you need to send more simply invite your teammates in batches of 10!
Invite via Referral Link¶
Invitations from referral links are a lot easier than typing out each of your teammates email address and name and then assigning them to a group. You can simply grab the link and throw it into your chat group and quickly onboard everyone into Tree Schema. However, one potential downside is that we, Tree Schema, cannot validate whether or not anyone with that link should or should not be allowed to join, so it is very important that you keep the referral links private.
Users who join via referral link are always put into the Users group to limit their access. Once a user joins, if you would like to promote them to an Admin or Owner you can do so with the Admin Management.
To get a referral link navigate to the referral link tab and select the copy button to have the link copied to your clipboard:
Note
Referral links can only be used for 24 hours after they are created
Add to teams¶
As a reminder, after your users join they will be placed into the default team.