Send invitation mail

1. On the Shifter dashboard, navigate to teams from the main menu.

2. Click the team that you want to manage. 

3. From the Teams view, navigate to Members in the sub menu. 

4. Invite member

Click the "Add Member" button to invite new member(s).

5. Enter new members email in the field and click "Send Invitation"

Be sure to ask your newly invited member to check their spam folder if they are not receiving the emailed invitation.

 

Actions for Invited members

1. Sign up for Shifter

You may sign up for Shifter by clicking invitation link in the email. The invitation link expires in 48 hours.

2. Activate your Shifter account

Once a new member has signed up for a Shifter account, they will receive an account activation email. Click the activation link in the email to finish setting up your account. 

3. Click [Approve] to join the Team

Navigate to [Team] on Shifter dashboard. Then click [Approve] to approve team invitation.

4. View Team Sites

Once a new member has been added to a team they will be able to view all sites belonging to that team.

 

Status of invited members

  • pending_with_create : Shifter is still waiting for invited member to sign up and activate their Shifter account.
  • approved: Approved. Member has been approved and has joined your team.

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