Sending GetThru invitations to users 


Users are added to your GetThru account by invitations, either through email invitations or the permanent invitation link. Either way, the invitation system allows users to control the information in their profile, to update their email, phone numbers, or passwords without help from Admins. Invitations allow admins to control and observe who is sending texts or making calls within their organization's account. Please note that all timestamps on the Invitations page are in UTC.


TABLE OF CONTENTS


Email Invitations

You have two options for generating invitations: manually entering email addresses or uploading a CSV file.


Screenshot of Invitations page. There are 3 white fields on a beige background, the first is a text input for emails, the second is a drag and drop for csvs, and the last is a drop down to set the role of the outgoing invitations.


Once you've selected your invitation, you'll need to choose a role for the invitees. Please note that if you invite multiple users simultaneously, they will all have the same role.


Screenshot of the expanded dark grey "Roles" drop down showing the 4 permission levels in white text. A checkmark shows the current selection and a bright pink line denotes focus.


When creating invitations via CSV, use a header for your email column. Do not use any additional characters (eg: < or >) in the list of emails.


Email invitations will generate an email to all invitees giving them a link to click on to begin the account setup process. The email will have the subject line Invitation and will look like this: 


Screenshot of the body of an invitation email. "You've been invited to join Support Training Demo account on GetThru. You can accept or decline the invitation on your accounts page (one time use link). Once you've accepted your invitation you can access your account here (another link). Cheers!


If a user has not receieved their invitation, have them check their spam folder and any filters created on their email account. If they have any difficulty, please write to [email protected] with the user's email.


Permanent Invitation Link 

You can send your permanent invitation link to new users to get them started! Permanent invitations can be enabled directly from within your admin dashboard. For more information about enabling this for your account, please refer to the Permanent Invitations Help Center article.

The permanent invitation link can only be used to add users, not account owners, admins, or moderators. 


When users click on the permanent invitation link, they'll be taken through the invitation acceptance flow described in the "Accepting Invitations" section below.


Accepting Invitations

Accepting invitations is a two-step process and differs for users who are new to the GetThru system vs. those who already have a GetThru account.

Using Shared Computers: Some GetThru clients use shared computers to log into GetThru, for example, at in-person "text-a-thons" or "phone banks." When using shared computers, make sure to log previous users out, clear browsing data, or open new browser windows in "incognito mode." Failure to do so may cause confusion when inviting new users or accessing assignments.


If you or your user is having difficulty with the invitation system or with their login, please refer to our guide. If you encounter any difficulties, write to [email protected] with any questions.