Inviting a User to the Circle
To invite a new user to the circle, you need to enter and invite the person by email address. The invited person then receives an email with a link, which he must activate to confirm the invitation and create a user account (or use the account he already has).
The invite information only includes the user email address, so no personal information as for instance name and phone number is added in Agemba before the person accepts and enters this information.
Enter the email address of the person to invite and select the Circle Role and/or the possible Team Memberships the person is invited to join, and then press “Invite user”.
New site users will be asked to create an account first, while existing site users may accept the invitation to join a Circle by login to Agemba via the provided link. The user will automatically be added to the site when joining the circle.
If the user is already a member of the site, he can alternatively be added directly without an invite – read more here.
Circle Roles and Teams
A user can have different circle roles and thereby have access to view, edit or perform different tasks. When you invite or add a user to a circle, you specify, which role (e.g. Limited User, Regular User or Leadership User) the user will have. You can also assign him to one or more teams in the circle, whereby he will indirectly get a role. Read more about circle roles.
You can change the role and teams for existing users.
How to see and add Users?
Select “Manage Users” from “More” in the Main Menu.