This document explains how to invite your members to ENGAGE and guide them through verifying their login accounts.
Inviting Members to ENGAGE
Open the Roster Folder (), under Membership > Connect.
Multi Invite
- To invite all Members at once you can click on the Invite Users button.
- You have the option to send to a Distribution List or to all Members if left blank.
- You will then be directed to a confirmation screen, where you can choose to include all recipients and will be prompted to enter your password before sending the invites.
Single Invite
- To invite a single Member to ENGAGE, open the Roster Folder (), under Membership > Connect.
- Select the new Member you wish to invite to the ENGAGE platform. Click on the Member’s card once to expand or click the Drop-down () button.
- Navigate to the User Account tab in the Member’s card. Verify the Member’s correct email address.
- Finally, click the Send Registration Invitation button. (If you need to update the Member’s email address, you can do so on the Contact tab.)
- When the invitation is sent, which will come in an email with the subject of “Join ENGAGE today (member email address here)”, there will be a link to click which will take the user to a screen to verify their account.
- Clicking the link in the invitation email will take the Member to a web page, to verify some of their information and setup security questions/answers:
- They will then receive a screen to input their name:
- If ENGAGE finds a match for the new user, they will see “Email verified; account linked”.
- If ENGAGE cannot immediately make a match to an existing Member record, they will then receive this message:
Dealing with users who registered but not matched to an existing Member record:
- On a regular basis, especially when first inviting Members, you should check this area of the system often – Support > User Management > Unlinked Users
- This will show any unlinked user accounts, which can then be linked to the correct member account in ENGAGE.