Playbook: 
Dashboard

How To Invite Members into a Group

How To Invite Members into a Group

Types of Member Roles

Keep these Roles in mind when inviting new Members

At the Organizational level there are two Roles:

Organizational Owner: Manages the Billing and Account information and has full Dashboard Access.

Organizational Admin: Has full Dashboard access.

At the Group level there are three Roles:

Group Director: Leader of a specific Group.

Group Creator: Can create content in a specific Group.

Group Participant: Can view content in a specific Group.

Helpful Hints Icon

From the Dashboard, invitations can be sent to new Members in many ways. First, determine which Member Role you are assigning to the recipient and then choose the right path below.

Loop :45 Dashboard: Roles and Permissions for Groups and Organizations

#1 Inviting Organization Owners or Organization Admins

If inviting Organization Owners or Organization Admins, click on the Members tab underneath the name of the ORGANIZATION on the left of the screen.

Click the Invite button in red on the right of the screen.

Loop :45 Dashboard: Organization Members Owners and Admins

Select the Member Role (Organization Owner or Organization Admin)

Enter Email address(es). Then click Send.

Loop :45 Dashboard: Invite Organization Owners and Admins

An email will be sent to the recipient so they are aware they have been invited to join Loop :45.

#2 Inviting Group Directors

When inviting Group Directors, follow the same process as above, but for the Organization Role, select “Member”.

  1. Enter Email address(es).
  2. Select the Groups for which the recipient will become the Group Director.
    1. The dropdown allows you to select any Group that exists within the Organization, so if there is someone who will Group Direct multiple Groups, you may invite them to all those Groups at once.
    2. Click Send.

An email will be sent to the recipient so they are aware they have been invited to join Loop :45.

Loop :45 Dashboard: Invite Group Directors

#3 Inviting Group Creators or Participants

If inviting Group Creators or Group Participants, click on the Members tab underneath the name of the GROUP on the left of the screen.

Click the Invite button in red on the right of the screen.

Loop :45 Dashboard: Group Member List

Select the Member Role (Group Creator or Group Participant).

Share the link or QR code with the recipient. By clicking on this link or QR code, the Member will  automatically be added to this specific Group.

Feel free to share the link or QR code in any form you like - via email, text, workplace chat, in person, etc.

Loop :45 Dashboard: Invite Group Members Participant