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Invite a user

  1. In ION, go to Settings > Users.
  2. Click Invite User.
  3. In the Email Address field, enter the person’s email address. This field is required.
  4. Optional: Add more details:
    • In the Name (optional) field, enter the person’s name.
    • In the Message (optional) field, enter a message to include in the invitation email.
    • To invite more than one person at once, click Add More and fill in the Email Address field for each additional invitee. The message applies to everyone in the invitation.
  5. Click Invite.
ION sends an invitation email to each address you entered.

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Manage pending invites

The Pending invites section on Settings > Users lists invitations. Use the status filter to switch between Pending, Accepted, and Revoked invites.
  1. In ION, go to Settings > Users.
  2. Expand the Pending invites section.
  3. For an invite that hasn’t been accepted, choose an action:
    • Click Resend invite to send the invitation email again.
    • Click Revoke invite, then confirm, to invalidate the invite. The recipient can no longer use that invite link.