Managing Invitations

00:00: Hi, this is Nikki from healthy roster. 00:02: I'm going to walk you through how to manage your pending invitations. 00:06: This is ideal for efficiently viewing who has not accepted an invitation or 00:11: resending those pending invitations or maybe even removing them. 00:14: This feature can be utilized both in the organization and the 00:18: team it will apply to all users and show you who is the patient 00:22: or primary user or organizational or Team level members. 00:26: Let's jump in. 00:28: To begin select the organization tab on the left navigation. 00:33: Now select your desired organization. 00:37: Now select manage invitations 00:41: You will now be directed to the manage invitations page here. 00:45: You will see a list of all of the users that have not yet accepted their invitation 00:49: for this organization. 00:52: If you'd like you are able to filter or reorder your view, I'm 00:56: going to select the filter icon. 00:59: You will see here. The filter options automatically. 01:02: We are going to filter by first name in ascending order. 01:06: I'm going to filter via permission title. 01:10: You will see now that my order is sorted in alphabetical order based off 01:14: of the permission title. Within my example. 01:17: I have a primary user which is the patient in my setting in organization, 01:21: which is my athletic director a team member which is the coach 01:25: and I also have a parent showing here. 01:28: These are all of the users that are associated to have an 01:32: active invitation within this organization. 01:37: Now if you'd like to resend these invitations to users in 01:41: a quick fashion, you can do so from this location. 01:43: I'm going to resend an invitation to Hank boss select 01:48: the menu icon to the right of the profile. 01:51: And now I will select to resend this will reinitiate the 01:55: email campaign for the invitation. 01:58: Now conversely let's delete appending invitation to do so 02:03: select the menu icon to the right of the user. 02:07: And now select delete this will end the email campaign and communication 02:12: from the healthy roster platform as a note. 02:15: We are unable to pull back any emails that have already been sent to this user. 02:20: Once you have selected to delete the invitation, you will receive a 02:24: secondary confirmation asking you to confirm if you'd like to delete select 02:29: okay to confirm. 02:31: If you have questions or need more help, please visit the help tab on the left navigation 02:36: or reach us directly at helpy roster.com.