2009-10-23T14:36:57-07:00
guest invite workroom
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2009-11-12T19:24:06-08:00
admin
1226304
How To Invite A Guest?
2009-12-23T08:33:30-08:00
<p> </p>
<p>Clients and Providers with Small and Large Business memberships can invite guests into the workroom to review files and to review and exchange messages. To invite a guest to the workroom, please log into your account and follow these steps. </p>
<ol>
<li>Click on Manage tab in the top navigation bar.</li>
<li>From the list of Workrooms, click on the workroom that you want to invite a guest to join.</li>
<li>From the Workroom Messages page, click on “Add” in on the right side column and then select guest. </li>
<li>You should be on the “Invite a Guest” page now. You will need to the guest’s email address, first and last name. You can also pick the duration of the guest’s access the workroom. If you wish, you can also add a private note to the guest. When you completed the form, click the Invite button. Your invited guest will receive an email, which will give them access to the Workroom Messages and Files. They have ability to post messages and upload files for this specific job. </li>
</ol>
<p>Note: Guests will not receive copies of messages posted to the workroom. They need to visit the Workroom to view messages and files.</p>
<p><img src="/attachments/token/omhb9hpvi7nppfy/?name=invite.jpg" border="0" alt="invite.jpg" /></p>
<h3>Other options:</h3>
<p>To remove access from an invited guest or resend an invitation, please log into your account and follow these steps.</p>
<ol>
<li>Click on Manage tab in the top navigation bar.</li>
<li>From the list of Workrooms, click on the workroom that you want to invite a guest to join.</li>
<li>On the right column, you will see a list of users for the workroom. If you have invited the guest, you can click the down arrow next to their name to "Remove Guest User", "Resend Guest Initiation" or "Invite to Meeting."</li>
</ol>
<p> </p>
<p> </p>
<p> </p>
<p>Clients and Providers with Small and Large Business memberships can invite guests into the workroom to review files and to review and exchange messages. To invite a guest to the workroom, please log into your account and follow these steps. </p>
<ol>
<li>Click on Manage tab in the top navigation bar.</li>
<li>From the list of Workrooms, click on the workroom that you want to invite a guest to join.</li>
<li>From the Workroom Messages page, click on “Add” in on the right side column and then select guest. </li>
<li>You should be on the “Invite a Guest” page now. You will need to the guest’s email address, first and last name. You can also pick the duration of the guest’s access the workroom. If you wish, you can also add a private note to the guest. When you completed the form, click the Invite button. Your invited guest will receive an email, which will give them access to the Workroom Messages and Files. They have ability to post messages and upload files for this specific job. </li>
</ol>
<p>Note: Guests will not receive copies of messages posted to the workroom. They need to visit the Workroom to view messages and files.</p>
<p><img src="/attachments/token/omhb9hpvi7nppfy/?name=invite.jpg" border="0" alt="invite.jpg" /></p>
<h3>Other options:</h3>
<p>To remove access from an invited guest or resend an invitation, please log into your account and follow these steps.</p>
<ol>
<li>Click on Manage tab in the top navigation bar.</li>
<li>From the list of Workrooms, click on the workroom that you want to invite a guest to join.</li>
<li>On the right column, you will see a list of users for the workroom. If you have invited the guest, you can click the down arrow next to their name to "Remove Guest User", "Resend Guest Initiation" or "Invite to Meeting."</li>
</ol>
<p> </p>
<p> </p>
2009-10-23T14:36:57-07:00
71697
30969
143078
2009-11-12T08:39:09-08:00
1226304