Invite someone
Under “Invite someone”, enter an email address and a role; the person receives an invitation link that is valid for 14 days.
Purpose
New members only join the organization by invitation. This way the owner and administration decide who belongs and with which role someone starts.
How it works
- Open “Team” in the left column.
- Under “Invite someone”, enter the “Email address”.
- Under “Role”, choose “Administration”, “Executive management”, “Head of department” or “Employee”; “Employee” is preselected.
- Click “Send invitation”. “Invitation sent.” appears.
- Follow the status in the list below: “Valid until” with a date, or “Accepted”.
- Microphone only after your click
- Four-eyes principle
- Data in Frankfurt am Main
- Every approval in the log
Fig. 1 Roles and departments determine who may read which visibility scope; the database checks this on every access.
Who may invite
The “Invite someone” form and the list of invitations are seen by “Owner” and “Administration”. The role “Owner” cannot be assigned.
The invitation email
The email has the subject “Einladung zu Universe Memory” (invitation to Universe Memory), names the organization and contains the link “Einladung annehmen” (accept invitation). The link is valid for 14 days and only once.
If Universe Memory reports “Invitation created.” instead of “Invitation sent.”, the invitation is saved but the email has not gone out. You then find the link in the list of invitations under “Invitation link to share”; give it to the person another way.
The address must match
An invitation can only be accepted with an account whose email address exactly matches the invited address; upper and lower case do not matter. The action is recorded in the log.
Tips
Invite with the address the person uses for work; the invitation cannot be accepted with a different address.
Assign the role to match the task; you can change it later under “Members”.
Frequently asked questions
How long is an invitation valid?
14 days. After that a new invitation is needed.
Who may invite?
The owner and administration.
What does “Invitation created.” mean?
The invitation is saved, but the email was not sent. You find the invitation link in the list of invitations and can pass it on yourself.
Related features
As of: · Concept & lead: Alexander Holtermann
